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 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
10.9K+ 36.09% |
$536K - $551K
|
41K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.65K- 99.18% |
$131K - $134K
|
22
$1.08K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22.5K+ 31.54% |
$1.11M - $1.14M
|
93.9K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.67K+ 3.06% |
$82.3K - $84.7K
|
56.3K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
65.1K+ 50.17% |
$3.21M - $3.3M
|
195K
$9.54M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7K- 47.79% |
$345K - $355K
|
7.65K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.23K- 1.47% |
$60.5K - $62.3K
|
82.6K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
6.28KNew |
$309K - $318K
|
6.28K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.44K- 13.25% |
$317K - $326K
|
42.2K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.13K+ 4.02% |
$55.5K - $57K
|
29.1K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
21.3K+ 66.06% |
$1.05M - $1.08M
|
53.7K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-397- 0.21% |
$19.6K - $20.1K
|
190K
$9.29M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-932- 7.47% |
$45.9K - $47.2K
|
11.5K
$565K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.17K+ 38.04% |
$255K - $262K
|
18.8K
$918K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.57M- 6.4% |
$77.2M - $79.4M
|
22.9M
$1.12B
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
12.7KNew |
$624K - $642K
|
12.7K
$620K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.39K+ 14.32% |
$118K - $121K
|
19.1K
$935K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
622+ 14.21% |
$30.6K - $31.5K
|
5K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
68.1K+ 44.19% |
$3.35M - $3.45M
|
222K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.06KNew |
$348K - $358K
|
7.06K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.02K+ 12.47% |
$99.6K - $102K
|
18.2K
$892K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-32- 3.33% |
$1.58K - $1.62K
|
929
$45.4K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-80.9K- 17.2% |
$3.99M - $4.1M
|
390K
$19.1M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$546K - $562K
|
11.1K
$542K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
308+ 5.16% |
$15.2K - $15.6K
|
6.28K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
147KNew |
$7.24M - $7.45M
|
147K
$7.19M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
22.4K+ 66.53% |
$1.1M - $1.14M
|
56.1K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.05K- 13.65% |
$101K - $104K
|
13K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
301+ 0.47% |
$14.8K - $15.2K
|
63.8K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-287- 1.61% |
$14.1K - $14.5K
|
17.5K
$855K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 2.32% |
$597K - $614K
|
533K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.28K- 29.74% |
$408K - $420K
|
19.6K
$957K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.76K+ 10.55% |
$185K - $190K
|
39.3K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.88K+ 7.83% |
$388K - $399K
|
109K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-800- 8.55% |
$39.4K - $40.5K
|
8.55K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.38K+ 1.83% |
$166K - $171K
|
188K
$9.17M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.78K+ 6.48% |
$87.6K - $90.1K
|
29.2K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
268+ 2.74% |
$13.2K - $13.6K
|
10K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
74+ 0.52% |
$3.64K - $3.75K
|
14.2K
$696K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.98K- 5.85% |
$295K - $303K
|
96.4K
$4.71M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.96K+ 2.71% |
$146K - $150K
|
112K
$5.48M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-23.4K- 0.96% |
$1.15M - $1.19M
|
2.42M
$119M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
24New |
$1.18K - $1.22K
|
24
$1.17K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.88K- 1.77% |
$92.4K - $95.1K
|
104K
$5.09M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-35K- 36.58% |
$1.73M - $1.77M
|
60.7K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-75K- 56.55% |
$3.69M - $3.8M
|
57.6K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18.2K+ 1216.83% |
$897K - $923K
|
19.7K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-573- 5.57% |
$28.2K - $29K
|
9.71K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7.17K- 18.45% |
$353K - $363K
|
31.7K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.82K- 13.55% |
$139K - $143K
|
18K
$878K
|