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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
552New |
$27.2K - $28K
|
552
$27K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.39K- 25.92% |
$118K - $121K
|
6.83K
$334K
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
10.6KNew |
$520K - $535K
|
10.6K
$516K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.2K- 3.14% |
$59K - $60.6K
|
36.9K
$1.8M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.21K- 6.21% |
$207K - $213K
|
63.6K
$3.11M
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.83K- 2.52% |
$90.1K - $92.7K
|
70.9K
$3.47M
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.55K- 1.91% |
$76.5K - $78.7K
|
79.8K
$3.9M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
45.9K+ 6.77% |
$2.26M - $2.32M
|
724K
$35.4M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
27.2KNew |
$1.34M - $1.38M
|
27.2K
$1.33M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.37K- 4.79% |
$166K - $171K
|
66.8K
$3.27M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.6K+ 4.92% |
$3.72M - $3.83M
|
1.61M
$78.8M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.92K- 11.87% |
$94.7K - $97.4K
|
14.3K
$698K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
204K+ 28.61% |
$10M - $10.3M
|
916K
$44.8M
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1K- 5.81% |
$49.3K - $50.7K
|
16.2K
$793K
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.32KNew |
$360K - $371K
|
7.32K
$358K
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16+ 0.2% |
$788 - $811
|
8.2K
$401K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.76KNew |
$235K - $241K
|
4.76K
$233K
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.2K+ 2.31% |
$58.9K - $60.6K
|
52.9K
$2.59M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.81K+ 0.77% |
$89K - $91.5K
|
235K
$11.5M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
534+ 9.83% |
$26.3K - $27.1K
|
5.97K
$292K
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-133- 0.99% |
$6.55K - $6.74K
|
13.3K
$653K
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-279- 3.8% |
$13.7K - $14.1K
|
7.06K
$345K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.71K+ 22.28% |
$330K - $340K
|
36.8K
$1.8M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-147K- 40.12% |
$7.25M - $7.46M
|
220K
$10.8M
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-58.6K- 92.48% |
$2.89M - $2.97M
|
4.77K
$233K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.71K- 12.13% |
$133K - $137K
|
19.6K
$958K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
130+ 0.49% |
$6.4K - $6.59K
|
26.8K
$1.31M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.14K- 9.94% |
$154K - $159K
|
28.4K
$1.39M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-523- 5.91% |
$25.8K - $26.5K
|
8.33K
$408K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.63K - $1.67K
|
33
$1.61K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
459+ 6.71% |
$22.6K - $23.3K
|
7.3K
$357K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
63+ 0.75% |
$3.1K - $3.19K
|
8.43K
$412K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.36K- 13.5% |
$66.8K - $68.7K
|
8.69K
$425K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.58K- 2.76% |
$78K - $80.2K
|
55.7K
$2.72M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
10.9K+ 2.04% |
$537K - $553K
|
547K
$26.8M
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-537- 9.63% |
$26.4K - $27.2K
|
5.04K
$247K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 15.36% |
$1.53M - $1.57M
|
233K
$11.4M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-970- 7.92% |
$47.8K - $49.1K
|
11.3K
$552K
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
14.2KNew |
$698K - $718K
|
14.2K
$693K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-302- 1.01% |
$14.9K - $15.3K
|
29.6K
$1.45M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-162K- 96.47% |
$7.97M - $8.2M
|
5.93K
$290K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 1.82% |
$703K - $723K
|
798K
$39M
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
318+ 2.3% |
$15.7K - $16.1K
|
14.1K
$691K
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.64KNew |
$278K - $286K
|
5.64K
$276K
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
451+ 9.12% |
$22.2K - $22.8K
|
5.4K
$264K
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-4.62K- 2.08% |
$227K - $234K
|
217K
$10.6M
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$199K - $204K
|
4.04K
$197K
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.34KNew |
$263K - $270K
|
5.34K
$261K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
16.9KNew |
$833K - $857K
|
16.9K
$828K
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-201- 0.39% |
$9.9K - $10.2K
|
51.7K
$2.53M
|