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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
712New |
$35.3K - $35.9K
|
712
$36.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.14KNew |
$205K - $209K
|
4.14K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
627+ 5.86% |
$31.1K - $31.6K
|
11.3K
$576K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 77.26% |
$248K - $252K
|
11.5K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15.8K- 71.94% |
$784K - $798K
|
6.17K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 10.27% |
$59.5K - $60.5K
|
10.5K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195+ 2.67% |
$9.66K - $9.84K
|
7.51K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 5.51% |
$195K - $199K
|
75.5K
$3.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-5.67K- 3.76% |
$281K - $286K
|
145K
$7.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.07% |
$2.18K - $2.22K
|
61.6K
$3.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
356+ 6.9% |
$17.6K - $18K
|
5.52K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-84- 12.1% |
$4.16K - $4.24K
|
610
$31K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
35.5K+ 82.47% |
$1.76M - $1.79M
|
78.5K
$3.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
171+ 3.44% |
$8.47K - $8.63K
|
5.14K
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23.5K+ 35.84% |
$1.17M - $1.19M
|
89.2K
$4.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
377New |
$18.7K - $19K
|
377
$19.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
221New |
$11K - $11.1K
|
221
$11.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.54KNew |
$275K - $280K
|
5.54K
$281K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.17K- 18.97% |
$108K - $109K
|
9.27K
$471K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.38KNew |
$68.4K - $69.6K
|
1.38K
$70.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
804+ 2.63% |
$39.8K - $40.6K
|
31.4K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
400New |
$19.8K - $20.2K
|
400
$20.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.84KNew |
$240K - $244K
|
4.84K
$246K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
979+ 13.0% |
$48.5K - $49.4K
|
8.51K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
18.1K+ 43.65% |
$898K - $915K
|
59.7K
$3.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.49K+ 49633.33% |
$73.8K - $75.1K
|
1.49K
$75.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.82KNew |
$437K - $445K
|
8.82K
$448K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
100+ 1.88% |
$4.96K - $5.04K
|
5.43K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
51New |
$2.53K - $2.57K
|
51
$2.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.32K+ 3.58% |
$65.5K - $66.6K
|
38.2K
$1.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.79KNew |
$138K - $141K
|
2.79K
$142K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
84New |
$4.16K - $4.24K
|
84
$4.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-765- 7.07% |
$37.9K - $38.6K
|
10K
$510K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.8K+ 8.35% |
$88.9K - $90.5K
|
23.3K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.5K+ 43.34% |
$74.3K - $75.7K
|
4.96K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.7K+ 16.59% |
$84.2K - $85.7K
|
12K
$607K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
222New |
$11K - $11.2K
|
222
$11.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.48K- 39.26% |
$73.4K - $74.8K
|
2.29K
$116K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
4.57KNew |
$226K - $230K
|
4.57K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.81K- 28.51% |
$139K - $142K
|
7.06K
$358K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.5K+ 5.02% |
$124K - $126K
|
52.3K
$2.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-39.7K- 85.04% |
$1.97M - $2M
|
6.99K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
34.9KNew |
$1.73M - $1.76M
|
34.9K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
180+ 3.05% |
$8.92K - $9.08K
|
6.08K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
14.5KNew |
$720K - $733K
|
14.5K
$738K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.74% |
$1.64K - $1.66K
|
4.47K
$227K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.96KNew |
$345K - $351K
|
6.96K
$353K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.3K- 3.06% |
$114K - $116K
|
72.8K
$3.69M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-6.7K- 32.73% |
$332K - $338K
|
13.8K
$699K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-2.31K- 12.62% |
$114K - $116K
|
16K
$812K
|