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 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
63+ 0.69% |
$2.98K - $3.22K
|
9.16K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.75K+ 38.82% |
$130K - $141K
|
9.83K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$151K - $163K
|
3.18K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.12KNew |
$337K - $364K
|
7.12K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$528K - $570K
|
11.2K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
2.35KNew |
$111K - $120K
|
2.35K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.19K+ 11.32% |
$56.3K - $60.8K
|
11.7K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-4.5K- 11.03% |
$213K - $230K
|
36.3K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.62K+ 1819.1% |
$76.7K - $82.8K
|
1.71K
$86.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12KNew |
$567K - $612K
|
12K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 10.51% |
$66.7K - $72.1K
|
12K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 13.24% |
$94.4K - $102K
|
17.1K
$866K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 50.97% |
$591K - $638K
|
37K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$524K - $566K
|
11.1K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.22K- 78.08% |
$105K - $113K
|
622
$31.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.1KNew |
$1.23M - $1.33M
|
26.1K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 201.66% |
$489K - $528K
|
15.4K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5KNew |
$213K - $230K
|
4.5K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.21KNew |
$200K - $215K
|
4.21K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.4KNew |
$398K - $430K
|
8.4K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.08K+ 6.67% |
$51.2K - $55.3K
|
17.3K
$878K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.7K+ 42.22% |
$128K - $138K
|
9.09K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-273- 40.56% |
$12.9K - $14K
|
400
$20.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-2.5K- 6.25% |
$118K - $128K
|
37.5K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
896New |
$42.4K - $45.8K
|
896
$45.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$80.5K - $86.9K
|
1.7K
$86.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.81K- 32.38% |
$133K - $144K
|
5.86K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.94K- 52.33% |
$234K - $253K
|
4.5K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-995- 18.21% |
$47.1K - $50.9K
|
4.47K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.71K- 45.74% |
$270K - $292K
|
6.77K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-77- 0.38% |
$3.65K - $3.94K
|
20.3K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7.7KNew |
$364K - $394K
|
7.7K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
142+ 1.97% |
$6.73K - $7.26K
|
7.36K
$374K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.99KNew |
$189K - $204K
|
3.99K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.67K- 23.02% |
$126K - $137K
|
8.93K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.6KNew |
$1.59M - $1.72M
|
33.6K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
152K+ 10.67% |
$7.19M - $7.77M
|
1.58M
$80M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
436KNew |
$20.6M - $22.3M
|
436K
$22.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-628- 63.89% |
$29.7K - $32.1K
|
355
$18K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.1K+ 313.99% |
$859K - $928K
|
23.9K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 11.09% |
$94.4K - $102K
|
16K
$811K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
119New |
$5.64K - $6.09K
|
119
$6.04K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.6K- 43.64% |
$170K - $184K
|
4.65K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
571New |
$27K - $29.2K
|
571
$29K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.67KNew |
$79.3K - $85.6K
|
1.67K
$85K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-621K- 99.0% |
$29.4M - $31.7M
|
6.28K
$319K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.96KNew |
$187K - $202K
|
3.96K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
73KNew |
$3.46M - $3.73M
|
73K
$3.71M
|