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 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.39KNew |
$369K - $378K
|
7.39K
$375K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-707- 0.77% |
$35.3K - $36.2K
|
90.7K
$4.61M
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-5.4K- 2.92% |
$269K - $276K
|
179K
$9.1M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.18K+ 9.25% |
$59.1K - $60.5K
|
14K
$709K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
14.3K+ 12.53% |
$714K - $731K
|
128K
$6.52M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-317- 0.11% |
$15.8K - $16.2K
|
295K
$15M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
658KNew |
$32.9M - $33.7M
|
658K
$33.4M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
879+ 4.89% |
$43.9K - $45K
|
18.9K
$958K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.7K+ 21.2% |
$533K - $546K
|
61K
$3.1M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
234+ 1.99% |
$11.7K - $12K
|
12K
$608K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
323+ 1.96% |
$16.1K - $16.5K
|
16.8K
$855K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.7KNew |
$536K - $549K
|
10.7K
$545K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
5.69K+ 18.11% |
$284K - $291K
|
37.1K
$1.88M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37K+ 10.54% |
$1.85M - $1.89M
|
388K
$19.7M
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
279+ 0.37% |
$13.9K - $14.3K
|
74.7K
$3.79M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.47KNew |
$273K - $280K
|
5.47K
$278K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-13.2K- 52.7% |
$658K - $674K
|
11.8K
$600K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.59KNew |
$79.2K - $81.1K
|
1.59K
$80.5K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.99K+ 5.91% |
$299K - $307K
|
107K
$5.45M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.33K+ 6.24% |
$66.4K - $68K
|
22.6K
$1.15M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
771+ 235.06% |
$38.5K - $39.4K
|
1.1K
$55.8K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.73K+ 14.45% |
$136K - $140K
|
21.6K
$1.1M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-638K- 2.49% |
$31.8M - $32.6M
|
25M
$1.27B
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.25K+ 74.9% |
$112K - $115K
|
5.25K
$266K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
11.8K+ 3.22% |
$588K - $603K
|
377K
$19.2M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.07K+ 3.45% |
$103K - $106K
|
62K
$3.15M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.11K+ 1.93% |
$255K - $261K
|
270K
$13.7M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.43K+ 10.23% |
$71.6K - $73.3K
|
15.5K
$785K
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.92KNew |
$345K - $354K
|
6.92K
$351K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
265K+ 7.91% |
$13.2M - $13.6M
|
3.62M
$184M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.19K+ 20.65% |
$59.3K - $60.7K
|
6.93K
$352K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.18K+ 40.71% |
$109K - $112K
|
7.55K
$383K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
96.6K+ 171.93% |
$4.82M - $4.94M
|
153K
$7.75M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
31.9KNew |
$1.59M - $1.63M
|
31.9K
$1.62M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.83K+ 3.55% |
$191K - $196K
|
112K
$5.66M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
996+ 0.91% |
$49.7K - $50.9K
|
110K
$5.61M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-316- 3.71% |
$15.8K - $16.2K
|
8.2K
$416K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
19+ 0.33% |
$949 - $972
|
5.84K
$296K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16.6K- 35.9% |
$828K - $849K
|
29.6K
$1.5M
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-727- 6.82% |
$36.3K - $37.2K
|
9.93K
$504K
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.54K- 1.49% |
$76.7K - $78.6K
|
102K
$5.17M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.99K- 32.1% |
$449K - $460K
|
19K
$966K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
37+ 0.12% |
$1.85K - $1.89K
|
29.7K
$1.51M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
45+ 0.47% |
$2.25K - $2.3K
|
9.67K
$491K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
882+ 2.7% |
$44K - $45.1K
|
33.5K
$1.7M
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
56.2K+ 7.29% |
$2.8M - $2.87M
|
827K
$42M
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
15.6K+ 5.27% |
$778K - $797K
|
311K
$15.8M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.57K+ 1.24% |
$228K - $234K
|
375K
$19M
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.23K+ 2.25% |
$461K - $472K
|
419K
$21.3M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.29K+ 4.08% |
$64.4K - $65.9K
|
32.9K
$1.67M
|