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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-40.7K- 73.89% |
$2.03M - $2.08M
|
14.4K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10.3KNew |
$512K - $526K
|
10.3K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
614+ 0.5% |
$30.6K - $31.4K
|
123K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32.1KNew |
$1.6M - $1.64M
|
32.1K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$700K - $719K
|
14.1K
$687K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$121K - $125K
|
2.44K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$558K - $573K
|
11.2K
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.7KNew |
$1.73M - $1.78M
|
34.7K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-351- 3.11% |
$17.5K - $18K
|
10.9K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13.6K- 44.08% |
$677K - $696K
|
17.3K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-648- 56.79% |
$32.3K - $33.1K
|
493
$24.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
479+ 8.68% |
$23.8K - $24.5K
|
6K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
356+ 1.13% |
$17.7K - $18.2K
|
31.8K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$431K - $443K
|
8.67K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-90- 0.54% |
$4.48K - $4.6K
|
16.6K
$813K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-149- 0.84% |
$7.42K - $7.62K
|
17.6K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.65K+ 65.3% |
$331K - $340K
|
16.8K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
14.5KNew |
$722K - $742K
|
14.5K
$710K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.23KNew |
$161K - $165K
|
3.23K
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
800+ 7.63% |
$39.8K - $40.9K
|
11.3K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14.8KNew |
$736K - $756K
|
14.8K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
838New |
$41.7K - $42.9K
|
838
$41K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.94K- 30.58% |
$146K - $150K
|
6.68K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-120- 0.77% |
$5.97K - $6.14K
|
15.5K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69.7K+ 5.11% |
$3.47M - $3.56M
|
1.43M
$70.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
13.7K+ 264.01% |
$682K - $700K
|
18.9K
$923K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
50.2K+ 199.96% |
$2.5M - $2.57M
|
75.3K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.7K- 31.89% |
$832K - $855K
|
35.7K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.27% |
$597 - $614
|
4.54K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1K- 21.45% |
$49.8K - $51.1K
|
3.66K
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.89K- 85.88% |
$194K - $199K
|
640
$31.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-542- 10.35% |
$27K - $27.7K
|
4.69K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12K- 97.56% |
$597K - $614K
|
300
$14.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-67- 0.91% |
$3.34K - $3.43K
|
7.26K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.25K+ 2.81% |
$162K - $166K
|
119K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-29- 0.64% |
$1.44K - $1.48K
|
4.5K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-39.5K- 23.78% |
$1.97M - $2.02M
|
127K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$79.8K - $81.9K
|
1.6K
$78.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-54- 22.31% |
$2.69K - $2.76K
|
188
$9.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.15KNew |
$406K - $417K
|
8.15K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.5KNew |
$473K - $486K
|
9.5K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 12.95% |
$14.8K - $15.2K
|
2K
$97.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-133- 0.42% |
$6.62K - $6.8K
|
31.9K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-7.63K- 69.79% |
$380K - $390K
|
3.31K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$216K - $222K
|
4.34K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.6KNew |
$828K - $850K
|
16.6K
$813K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.65K+ 54.91% |
$132K - $135K
|
7.47K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.3K- 3.48% |
$214K - $220K
|
119K
$5.84M
|