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 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2.08K+ 8.96% |
$103K - $106K
|
25.3K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-829- 11.29% |
$40.8K - $42K
|
6.51K
$318K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.94K+ 34.57% |
$95.5K - $98.3K
|
7.55K
$369K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-23- 35.94% |
$1.13K - $1.17K
|
41
$2.01K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.18K- 6.13% |
$157K - $161K
|
48.7K
$2.38M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.3K+ 3.6% |
$64.1K - $66K
|
37.4K
$1.83M
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
67+ 0.54% |
$3.3K - $3.39K
|
12.5K
$611K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-111K- 19.92% |
$5.49M - $5.65M
|
448K
$21.9M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$49.3 - $50.7
|
1
$48.9
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.53KNew |
$125K - $128K
|
2.53K
$124K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
338+ 8.54% |
$16.6K - $17.1K
|
4.3K
$210K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-786- 1.39% |
$38.7K - $39.8K
|
55.9K
$2.73M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90.6K+ 6.59% |
$4.46M - $4.59M
|
1.47M
$71.7M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.32K+ 53.73% |
$114K - $117K
|
6.64K
$325K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
88+ 15.22% |
$4.33K - $4.46K
|
666
$32.6K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
295+ 1.48% |
$14.5K - $14.9K
|
20.2K
$987K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 10.74% |
$85.3K - $87.7K
|
17.9K
$873K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.18K- 3.17% |
$157K - $161K
|
97.1K
$4.75M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.22K+ 8.88% |
$257K - $264K
|
63.9K
$3.13M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
381+ 5.46% |
$18.8K - $19.3K
|
7.36K
$360K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-261- 1.02% |
$12.9K - $13.2K
|
25.3K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-10- 0.1% |
$493 - $507
|
10K
$489K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-275- 0.04% |
$13.5K - $13.9K
|
761K
$37.2M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-70.7K- 92.11% |
$3.48M - $3.58M
|
6.06K
$296K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.99K+ 3.46% |
$295K - $304K
|
179K
$8.77M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-149- 0.23% |
$7.34K - $7.55K
|
64.3K
$3.15M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8.05K- 4.62% |
$396K - $408K
|
166K
$8.13M
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.57KNew |
$225K - $231K
|
4.57K
$223K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
163K+ 145.1% |
$8.01M - $8.24M
|
275K
$13.4M
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 0.81% |
$515K - $530K
|
1.28M
$62.6M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42.2K- 35.76% |
$2.08M - $2.14M
|
75.8K
$3.71M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 40.69% |
$4.09K - $4.2K
|
287
$14K
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-88- 0.85% |
$4.33K - $4.46K
|
10.3K
$502K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
56.8K+ 14.03% |
$2.8M - $2.88M
|
462K
$22.6M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.4K- 6.92% |
$68.7K - $70.7K
|
18.8K
$917K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-31- 0.33% |
$1.53K - $1.57K
|
9.25K
$453K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7.71K+ 1.19% |
$380K - $391K
|
657K
$32.1M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-471- 6.82% |
$23.2K - $23.9K
|
6.44K
$315K
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
6.24KNew |
$307K - $316K
|
6.24K
$305K
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
9.04KNew |
$445K - $458K
|
9.04K
$442K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-809- 1.33% |
$39.8K - $41K
|
60.1K
$2.94M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
111K+ 2.77% |
$5.46M - $5.62M
|
4.11M
$201M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
38.3K+ 31.56% |
$1.89M - $1.94M
|
160K
$7.81M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.7K- 3.68% |
$83.5K - $85.9K
|
44.4K
$2.17M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-741- 1.24% |
$36.5K - $37.5K
|
59.1K
$2.89M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-17.2K- 15.89% |
$847K - $871K
|
91K
$4.45M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.89KNew |
$290K - $299K
|
5.89K
$288K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$232K - $238K
|
4.7K
$230K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
15+ 1.56% |
$739 - $760
|
975
$47.7K
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-2.11K- 2.13% |
$104K - $107K
|
96.9K
$4.74M
|