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 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.39K+ 14.0% |
$169K - $173K
|
27.6K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
648+ 131.44% |
$32.4K - $33.1K
|
1.14K
$57.9K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
166K+ 54.64% |
$8.31M - $8.52M
|
471K
$23.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.24K+ 10.66% |
$62K - $63.5K
|
12.9K
$655K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
80+ 0.19% |
$3.99K - $4.09K
|
42.4K
$2.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 11.02% |
$64.2K - $65.7K
|
12.9K
$657K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
8.45K+ 9.09% |
$422K - $432K
|
101K
$5.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
13.8KNew |
$687K - $704K
|
13.8K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
6.22K+ 5.59% |
$311K - $318K
|
118K
$5.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29.5K+ 24.77% |
$1.47M - $1.51M
|
149K
$7.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
153K+ 16.84% |
$7.64M - $7.83M
|
1.06M
$53.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
331+ 0.58% |
$16.5K - $16.9K
|
57.9K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.2K+ 28.97% |
$608K - $622K
|
54.2K
$2.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$57.2K - $58.6K
|
1.15K
$58.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 7.69% |
$1.1M - $1.12M
|
308K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-97.1K- 13.96% |
$4.85M - $4.97M
|
598K
$30.4M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
38.7K+ 4.17% |
$1.93M - $1.98M
|
967K
$49.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.06K+ 12.54% |
$103K - $105K
|
18.5K
$938K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
15K+ 13.31% |
$751K - $769K
|
128K
$6.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.91K+ 44.35% |
$445K - $456K
|
29K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-837- 9.03% |
$41.8K - $42.8K
|
8.43K
$428K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
9.39KNew |
$469K - $480K
|
9.39K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
44+ 0.32% |
$2.2K - $2.25K
|
13.9K
$707K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$474K - $486K
|
9.5K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.21K+ 2.95% |
$160K - $164K
|
112K
$5.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-84- 1.6% |
$4.19K - $4.3K
|
5.18K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.3KNew |
$365K - $374K
|
7.3K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
656+ 0.2% |
$32.8K - $33.6K
|
326K
$16.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.84KNew |
$191K - $196K
|
3.84K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.4K- 12.22% |
$667K - $684K
|
96K
$4.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-124- 0.39% |
$6.19K - $6.34K
|
31.5K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.25K- 4.58% |
$62.4K - $63.9K
|
26K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.95KNew |
$197K - $202K
|
3.95K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16+ 0.03% |
$799 - $818
|
52.1K
$2.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-8.2K- 8.03% |
$409K - $419K
|
93.9K
$4.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-72- 0.43% |
$3.59K - $3.68K
|
16.5K
$840K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-309- 5.11% |
$15.4K - $15.8K
|
5.74K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
118+ 0.61% |
$5.89K - $6.04K
|
19.5K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.59K+ 38.1% |
$179K - $184K
|
13K
$661K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.92K+ 13.19% |
$445K - $456K
|
76.5K
$3.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
13.6K+ 6.36% |
$680K - $697K
|
228K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.17KNew |
$208K - $214K
|
4.17K
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.08K+ 8.23% |
$303K - $311K
|
79.9K
$4.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.03% |
$3.69K - $3.79K
|
247K
$12.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.69K- 3.18% |
$184K - $189K
|
112K
$5.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
9.12K+ 33.04% |
$455K - $466K
|
36.7K
$1.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 3.12% |
$553K - $566K
|
366K
$18.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
415+ 14.42% |
$20.7K - $21.2K
|
3.29K
$167K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.87KNew |
$343K - $351K
|
6.87K
$349K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
21.9K+ 9.27% |
$1.09M - $1.12M
|
258K
$13.1M
|