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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
375+ 1.91% |
$18.7K - $19.2K
|
20K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.25K- 2.36% |
$62.3K - $63.8K
|
51.7K
$2.62M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
370+ 0.94% |
$18.5K - $18.9K
|
39.9K
$2.03M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.11K- 20.38% |
$155K - $159K
|
12.1K
$616K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
16.1K+ 26.86% |
$806K - $826K
|
76.2K
$3.87M
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
289+ 2.62% |
$14.4K - $14.8K
|
11.3K
$574K
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
55.3K+ 119.07% |
$2.76M - $2.83M
|
102K
$5.17M
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-19.9K- 1.59% |
$995K - $1.02M
|
1.23M
$62.6M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.08K+ 2.32% |
$53.7K - $55K
|
47.4K
$2.41M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
237+ 0.89% |
$11.8K - $12.1K
|
26.8K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
55.1K+ 27.37% |
$2.75M - $2.82M
|
256K
$13M
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-847- 3.04% |
$42.3K - $43.3K
|
27K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
127New |
$6.34K - $6.5K
|
127
$6.45K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
76.6KNew |
$3.82M - $3.92M
|
76.6K
$3.89M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.3K+ 156.86% |
$666K - $682K
|
21.8K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-445- 1.34% |
$22.2K - $22.8K
|
32.8K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
15K+ 17.78% |
$747K - $765K
|
99.1K
$5.03M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
554+ 2.88% |
$27.7K - $28.3K
|
19.8K
$1M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.02K+ 2.31% |
$451K - $462K
|
400K
$20.3M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-462- 9.26% |
$23.1K - $23.6K
|
4.53K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.86% |
$129K - $132K
|
302K
$15.3M
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.88K- 0.87% |
$293K - $301K
|
672K
$34.1M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.8K+ 11.38% |
$539K - $552K
|
106K
$5.37M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
815+ 9.37% |
$40.7K - $41.7K
|
9.51K
$483K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.04K- 2.66% |
$202K - $207K
|
148K
$7.5M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-2.24K- 9.67% |
$112K - $115K
|
20.9K
$1.06M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.4K- 13.11% |
$1.22M - $1.25M
|
162K
$8.23M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
125+ 0.67% |
$6.24K - $6.39K
|
18.7K
$951K
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
49.8K+ 22.89% |
$2.49M - $2.55M
|
268K
$13.6M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.79K+ 13.44% |
$389K - $398K
|
65.7K
$3.34M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
642New |
$32.1K - $32.8K
|
642
$32.6K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.19K- 28.34% |
$409K - $419K
|
20.7K
$1.05M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
29.5K+ 30.78% |
$1.47M - $1.51M
|
125K
$6.37M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.51K+ 19.57% |
$125K - $128K
|
15.4K
$780K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-28.8K- 5.56% |
$1.44M - $1.47M
|
489K
$24.8M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.8K+ 8.82% |
$89.8K - $92K
|
22.2K
$1.13M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.5% |
$12.2K - $12.5K
|
49.3K
$2.51M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.14K- 43.06% |
$56.7K - $58.1K
|
1.5K
$76.3K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-255- 2.78% |
$12.7K - $13K
|
8.93K
$454K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.83KNew |
$291K - $298K
|
5.83K
$296K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
974+ 6.45% |
$48.6K - $49.8K
|
16.1K
$816K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
395K+ 18.87% |
$19.7M - $20.2M
|
2.49M
$126M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 3.69% |
$143K - $147K
|
75K
$3.81M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.4K- 18.83% |
$1.42M - $1.45M
|
122K
$6.21M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.77K+ 14.65% |
$138K - $142K
|
21.7K
$1.1M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
95+ 0.32% |
$4.74K - $4.86K
|
29.8K
$1.51M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-27.3K- 0.52% |
$1.36M - $1.39M
|
5.19M
$264M
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.58% |
$9.99K - $10.2K
|
7.54K
$383K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.08K+ 30.56% |
$253K - $260K
|
21.7K
$1.1M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
538+ 5.58% |
$26.9K - $27.5K
|
10.2K
$517K
|