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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26.9K- 15.92% |
$1.32M - $1.36M
|
142K
$6.95M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.22K+ 48.33% |
$109K - $112K
|
6.8K
$332K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47K+ 20.05% |
$122K - $125K
|
14.8K
$724K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.51K- 5.1% |
$74.4K - $76.5K
|
28.1K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-2.06K- 3.18% |
$101K - $104K
|
62.6K
$3.06M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$19.4K - $19.9K
|
393
$19.2K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.47KNew |
$220K - $226K
|
4.47K
$219K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
65.2K+ 1.26% |
$3.21M - $3.3M
|
5.24M
$256M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.58K- 23.91% |
$78K - $80.2K
|
5.04K
$246K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-130K- 60.86% |
$6.41M - $6.59M
|
83.7K
$4.09M
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.89K+ 7.23% |
$241K - $248K
|
72.5K
$3.55M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.33K+ 30.29% |
$65.6K - $67.5K
|
5.73K
$280K
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.45KNew |
$219K - $225K
|
4.45K
$217K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
52+ 0.28% |
$2.56K - $2.63K
|
18.9K
$922K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.33K- 24.9% |
$65.3K - $67.2K
|
4K
$196K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34+ 0.37% |
$1.67K - $1.72K
|
9.33K
$457K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.03K- 19.13% |
$50.8K - $52.3K
|
4.36K
$213K
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
43.4K+ 14.78% |
$2.14M - $2.2M
|
337K
$16.5M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
995+ 1.24% |
$49K - $50.4K
|
81K
$3.96M
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
659+ 12.73% |
$32.5K - $33.4K
|
5.84K
$285K
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-235- 0.59% |
$11.6K - $11.9K
|
39.7K
$1.94M
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.45K+ 29.31% |
$170K - $175K
|
15.2K
$745K
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
160+ 0.93% |
$7.88K - $8.11K
|
17.4K
$853K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-798- 14.75% |
$39.3K - $40.4K
|
4.61K
$226K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.6KNew |
$4.51M - $4.64M
|
91.6K
$4.48M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
425New |
$20.9K - $21.5K
|
425
$20.8K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-27.8K- 41.26% |
$1.37M - $1.41M
|
39.5K
$1.93M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
337+ 14.75% |
$16.6K - $17.1K
|
2.62K
$128K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.2KNew |
$207K - $213K
|
4.2K
$206K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.9K- 74.35% |
$340K - $349K
|
2.38K
$116K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2K- 18.25% |
$98.7K - $102K
|
8.98K
$439K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.19K+ 1.8% |
$58.6K - $60.2K
|
67.2K
$3.29M
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3K+ 30.0% |
$148K - $152K
|
13K
$636K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
32+ 0.36% |
$1.58K - $1.62K
|
9K
$440K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.27K- 19.86% |
$62.5K - $64.3K
|
5.12K
$250K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.03K- 5.37% |
$50.6K - $52.1K
|
18.1K
$886K
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-5.73K- 51.47% |
$282K - $290K
|
5.41K
$264K
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
267+ 5.0% |
$13.1K - $13.5K
|
5.61K
$274K
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
20.7K+ 9.39% |
$1.02M - $1.05M
|
241K
$11.8M
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1K+ 3.61% |
$49.3K - $50.7K
|
28.7K
$1.4M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
13.6K+ 81.72% |
$671K - $690K
|
30.3K
$1.48M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.3K+ 4.93% |
$64.1K - $65.9K
|
27.7K
$1.36M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 22.89% |
$114K - $117K
|
12.4K
$608K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
12.6K+ 6.7% |
$621K - $639K
|
201K
$9.83M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.5% |
$98.5 - $101
|
403
$19.7K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.6K+ 55.99% |
$718K - $739K
|
40.6K
$1.99M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-517K- 59.88% |
$25.5M - $26.2M
|
347K
$17M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-10.8K- 32.9% |
$533K - $548K
|
22.1K
$1.08M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.4K- 19.19% |
$514K - $528K
|
43.9K
$2.15M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.3K- 9.85% |
$607K - $625K
|
113K
$5.52M
|