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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$50.4 - $51.1
|
5.51K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.03K- 8.37% |
$51.7K - $52.4K
|
11.2K
$571K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.1K+ 19.85% |
$712K - $722K
|
85.4K
$4.34M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
89.8KNew |
$4.52M - $4.59M
|
89.8K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.05% |
$604 - $613
|
23.2K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
676New |
$34K - $34.5K
|
676
$34.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
6.53KNew |
$329K - $333K
|
6.53K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
20.7K+ 14.24% |
$1.04M - $1.06M
|
166K
$8.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
542+ 11.55% |
$27.3K - $27.7K
|
5.24K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.22M - $1.23M
|
24.1K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-80- 0.8% |
$4.03K - $4.08K
|
9.98K
$507K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.12K- 6.68% |
$56.4K - $57.2K
|
15.6K
$794K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39+ 4.14% |
$1.96K - $1.99K
|
982
$49.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-3.9K- 48.77% |
$197K - $199K
|
4.1K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-375- 8.36% |
$18.9K - $19.1K
|
4.11K
$209K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.84K- 28.33% |
$92.8K - $94.1K
|
4.66K
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
6.34K+ 79.96% |
$319K - $324K
|
14.3K
$725K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.26% |
$554 - $562
|
4.24K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-657- 4.05% |
$33.1K - $33.5K
|
15.6K
$790K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4+ 0.08% |
$201 - $204
|
5.11K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-872- 84.25% |
$43.9K - $44.5K
|
163
$8.28K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.8K- 24.39% |
$745K - $755K
|
45.9K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-32.1K- 67.08% |
$1.61M - $1.64M
|
15.7K
$799K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
243+ 1.67% |
$12.2K - $12.4K
|
14.8K
$750K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-455- 20.18% |
$22.9K - $23.2K
|
1.8K
$91.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4New |
$201 - $204
|
4
$203
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 51.35% |
$478K - $485K
|
28K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.52% |
$1.41K - $1.43K
|
5.41K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 346.67% |
$2.62K - $2.66K
|
67
$3.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-33.4K- 6.03% |
$1.68M - $1.7M
|
520K
$26.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-161- 31.63% |
$8.11K - $8.22K
|
348
$17.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
235+ 2.68% |
$11.8K - $12K
|
9.01K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-341- 7.79% |
$17.2K - $17.4K
|
4.03K
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
15.5KNew |
$782K - $793K
|
15.5K
$788K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-672- 13.31% |
$33.8K - $34.3K
|
4.38K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11KNew |
$554K - $562K
|
11K
$559K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.35% |
$101 - $102
|
48
$2.44K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
219New |
$11K - $11.2K
|
219
$11.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.55K+ 1.09% |
$128K - $130K
|
237K
$12M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
883+ 11.83% |
$44.5K - $45.1K
|
8.35K
$424K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 1.95% |
$10.1K - $10.2K
|
10.5K
$531K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.1KClosed |
$383K - $414K
|
0
$0
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.36KNew |
$207K - $223K
|
4.36K
$222K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-192K- 23.06% |
$9.09M - $9.81M
|
640K
$32.5M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.33K+ 28.41% |
$110K - $119K
|
10.5K
$535K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$4.97K - $5.37K
|
105
$5.33K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$12.6K - $13.6K
|
265
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.35K- 47.88% |
$348K - $376K
|
8K
$406K
|
|