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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
373+ 2.2% |
$18K - $18.6K
|
17.3K
$865K
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.86K+ 7.47% |
$378K - $392K
|
113K
$5.66M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
24.5KNew |
$1.18M - $1.22M
|
24.5K
$1.23M
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.77K- 42.32% |
$422K - $437K
|
11.9K
$597K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
434+ 1.26% |
$20.9K - $21.6K
|
34.8K
$1.74M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18.4KNew |
$887K - $919K
|
18.4K
$922K
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-690- 3.07% |
$33.2K - $34.4K
|
21.8K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-75.7K- 25.94% |
$3.64M - $3.77M
|
216K
$10.8M
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
42.6K+ 5.24% |
$2.05M - $2.12M
|
855K
$42.8M
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.45K- 1.12% |
$214K - $222K
|
393K
$19.6M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28K+ 8.3% |
$1.35M - $1.4M
|
366K
$18.3M
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.76K+ 5.78% |
$374K - $387K
|
142K
$7.11M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-171- 14.97% |
$8.23K - $8.52K
|
971
$48.5K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.1K- 57.61% |
$294K - $304K
|
4.49K
$224K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
22+ 0.26% |
$1.06K - $1.1K
|
8.56K
$428K
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
48K+ 306.08% |
$2.31M - $2.39M
|
63.7K
$3.18M
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
558+ 3.56% |
$26.9K - $27.8K
|
16.2K
$812K
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-412- 1.4% |
$19.8K - $20.5K
|
29.1K
$1.45M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
340+ 1.38% |
$16.4K - $16.9K
|
25K
$1.25M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
345+ 6.33% |
$16.6K - $17.2K
|
5.8K
$290K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
435+ 7.53% |
$20.9K - $21.7K
|
6.21K
$311K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
195+ 0.26% |
$9.39K - $9.72K
|
73.8K
$3.69M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 0.8% |
$770 - $798
|
2.02K
$101K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 0.57% |
$914 - $947
|
3.35K
$167K
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.3K+ 9.99% |
$591K - $612K
|
135K
$6.76M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5K- 13.59% |
$241K - $249K
|
31.8K
$1.59M
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
2.44K+ 22.03% |
$117K - $122K
|
13.5K
$675K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.19K- 8.98% |
$298K - $309K
|
62.8K
$3.14M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.27K+ 8.28% |
$109K - $113K
|
29.6K
$1.48M
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
631+ 5.25% |
$30.4K - $31.5K
|
12.7K
$633K
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.05K- 2.93% |
$50.3K - $52.1K
|
34.6K
$1.73M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.8K- 75.97% |
$1.2M - $1.24M
|
7.86K
$393K
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
15.5K+ 4.86% |
$744K - $771K
|
334K
$16.7M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-10.4K- 18.34% |
$500K - $518K
|
46.2K
$2.31M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-59.1K- 6.22% |
$2.84M - $2.95M
|
891K
$44.6M
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
44.5K+ 29.51% |
$2.14M - $2.22M
|
195K
$9.77M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
43+ 0.83% |
$2.07K - $2.14K
|
5.24K
$262K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.83K+ 36.98% |
$233K - $241K
|
17.9K
$895K
|
|
Q1 2025 | |||||||
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14.2KNew |
$700K - $720K
|
14.2K
$710K
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-604- 7.06% |
$29.7K - $30.6K
|
7.96K
$398K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.47KNew |
$220K - $226K
|
4.47K
$223K
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-9.45K- 50.95% |
$465K - $478K
|
9.09K
$455K
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-2.34K- 12.67% |
$115K - $119K
|
16.2K
$807K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-101- 44.69% |
$4.97K - $5.12K
|
125
$6.25K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
132+ 0.49% |
$6.5K - $6.69K
|
26.9K
$1.34M
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.07K+ 22.56% |
$52.5K - $54K
|
5.79K
$289K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-22.7K- 21.47% |
$1.12M - $1.15M
|
83K
$4.15M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
177KNew |
$8.72M - $8.97M
|
177K
$8.85M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-302- 5.09% |
$14.9K - $15.3K
|
5.63K
$282K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$9.85K - $10.1K
|
200
$10K
|