Latest Institutional Transactions on Vanguard Mun Bd Fds Tax Exempt (VTEB)
This table provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
897+ 8.75% |
$44.2K - $45.4K
|
11.1K
$545K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-6.3K- 3.46% |
$310K - $319K
|
176K
$8.6M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.83K+ 13.67% |
$90.2K - $92.8K
|
15.2K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
6.71K+ 31.3% |
$331K - $340K
|
28.2K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-220- 0.87% |
$10.8K - $11.1K
|
25.1K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.99KNew |
$147K - $152K
|
2.99K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
342KNew |
$16.8M - $17.3M
|
342K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
7.34K+ 2.28% |
$362K - $372K
|
330K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.94K+ 2.58% |
$95.4K - $98.1K
|
76.9K
$3.76M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.04K+ 4.48% |
$100K - $103K
|
47.6K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
734+ 6.14% |
$36.1K - $37.2K
|
12.7K
$620K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.57KNew |
$225K - $231K
|
4.57K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.83K- 79.52% |
$89.9K - $92.5K
|
470
$23K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.5K- 8.39% |
$762K - $784K
|
169K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-442K- 43.24% |
$21.8M - $22.4M
|
580K
$28.4M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.74K- 1.98% |
$85.4K - $87.9K
|
86K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
404+ 2.71% |
$19.9K - $20.5K
|
15.3K
$749K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
164+ 1.51% |
$8.08K - $8.31K
|
11.1K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.9K+ 16.27% |
$687K - $707K
|
99.7K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-74.3K- 38.79% |
$3.66M - $3.77M
|
117K
$5.74M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-17.4K- 26.02% |
$857K - $882K
|
49.5K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 12.21% |
$117K - $121K
|
17.2K
$839K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.3K- 25.43% |
$902K - $928K
|
53.7K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.83KNew |
$238K - $244K
|
4.83K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-732- 5.89% |
$36.1K - $37.1K
|
11.7K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
131KNew |
$6.47M - $6.65M
|
131K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
6.61K+ 6.9% |
$326K - $335K
|
102K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8- 0.18% |
$394 - $405
|
4.39K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.09K- 7.91% |
$53.8K - $55.3K
|
12.7K
$622K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-35.5K- 25.39% |
$1.75M - $1.8M
|
104K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.15K- 11.31% |
$155K - $160K
|
24.7K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.8K- 9.0% |
$1.07M - $1.1M
|
220K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.7K+ 55.91% |
$577K - $594K
|
32.7K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
104+ 0.75% |
$5.12K - $5.27K
|
14K
$684K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-66.7K- 45.82% |
$3.29M - $3.38M
|
78.9K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
74.5K+ 87.81% |
$3.67M - $3.78M
|
159K
$7.8M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$507K - $522K
|
10.3K
$504K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.12K+ 2.9% |
$203K - $209K
|
146K
$7.15M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.96K+ 44.29% |
$96.4K - $99.2K
|
6.38K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67.1K+ 5.4% |
$3.3M - $3.4M
|
1.31M
$64.1M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-52.3K- 77.96% |
$2.57M - $2.65M
|
14.8K
$723K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.6K+ 206.06% |
$2.44M - $2.51M
|
73.7K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31.9K+ 271.9% |
$1.57M - $1.62M
|
43.7K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.75K- 9.1% |
$431K - $443K
|
87.4K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.52K- 35.99% |
$74.6K - $76.7K
|
2.69K
$132K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
25.1K+ 10.56% |
$1.24M - $1.27M
|
263K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
173+ 0.58% |
$8.52K - $8.76K
|
30.2K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
516+ 11.31% |
$25.4K - $26.1K
|
5.08K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-749- 3.82% |
$36.9K - $37.9K
|
18.9K
$924K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-8.88K- 40.77% |
$437K - $450K
|
12.9K
$631K
|