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 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
245+ 4.51% |
$12.1K - $12.4K
|
5.68K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.58K- 5.64% |
$77.6K - $79.8K
|
26.4K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
22.1K+ 7.46% |
$1.09M - $1.12M
|
318K
$15.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-979- 2.69% |
$48.2K - $49.6K
|
35.4K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
412+ 1.98% |
$20.3K - $20.9K
|
21.2K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
39.6KNew |
$1.95M - $2.01M
|
39.6K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
23.6K+ 38.51% |
$1.16M - $1.19M
|
84.8K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.95K- 16.64% |
$195K - $200K
|
19.8K
$969K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
46.2KNew |
$2.27M - $2.34M
|
46.2K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
19.3KNew |
$951K - $978K
|
19.3K
$945K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-585- 1.85% |
$28.8K - $29.6K
|
31.1K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.36K+ 1.4% |
$116K - $119K
|
170K
$8.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-27.7K- 20.38% |
$1.37M - $1.4M
|
108K
$5.3M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
83.6K+ 8.34% |
$4.12M - $4.23M
|
1.09M
$53.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
10.3K+ 3.9% |
$509K - $524K
|
275K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.24K+ 5.42% |
$209K - $215K
|
82.6K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.4K- 21.7% |
$167K - $172K
|
12.3K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
78.7K+ 58.08% |
$3.88M - $3.99M
|
214K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-74.9K- 43.34% |
$3.69M - $3.79M
|
97.9K
$4.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.59% |
$49.3 - $50.7
|
64
$3.13K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
163K+ 816.98% |
$8.04M - $8.27M
|
183K
$8.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-109- 14.55% |
$5.37K - $5.52K
|
640
$31.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-16K- 98.65% |
$787K - $810K
|
219
$10.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
47.2K+ 488.4% |
$2.32M - $2.39M
|
56.9K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-905- 2.59% |
$44.6K - $45.8K
|
34.1K
$1.67M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-420- 7.89% |
$20.7K - $21.3K
|
4.9K
$240K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
296New |
$14.6K - $15K
|
296
$14.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.5K- 6.62% |
$73.9K - $76K
|
21.2K
$1.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.21K- 19.25% |
$109K - $112K
|
9.27K
$453K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.73K+ 229.92% |
$233K - $240K
|
6.79K
$332K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.07K- 11.49% |
$348K - $358K
|
54.5K
$2.66M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.5K- 5.65% |
$870K - $893K
|
292K
$14.3M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
97+ 1.05% |
$4.83K - $4.96K
|
9.31K
$455K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44M+ 85.54% |
$71.9M - $73.8M
|
3.13M
$153M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.95K+ 9.35% |
$147K - $151K
|
34.5K
$1.69M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
671New |
$33.4K - $34.3K
|
671
$32.8K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.4KNew |
$219K - $225K
|
4.4K
$215K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$538K - $552K
|
10.8K
$528K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-321- 5.21% |
$16K - $16.4K
|
5.84K
$286K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1KNew |
$49.8K - $51.1K
|
1K
$48.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
928+ 5.96% |
$46.2K - $47.5K
|
16.5K
$806K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.02K+ 10.91% |
$100K - $103K
|
20.5K
$1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
443New |
$22.1K - $22.7K
|
443
$21.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
6.79KNew |
$338K - $347K
|
6.79K
$332K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.5KNew |
$521K - $535K
|
10.5K
$512K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.1KNew |
$54.8K - $56.3K
|
1.1K
$53.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.8K+ 16.23% |
$736K - $756K
|
106K
$5.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29K+ 295.73% |
$1.45M - $1.49M
|
38.9K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.35K- 11.99% |
$117K - $120K
|
17.2K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-65.9K- 57.74% |
$3.28M - $3.37M
|
48.2K
$2.36M
|
|