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 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.59% |
$49.3 - $50.7
|
64
$3.2K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-109- 14.55% |
$5.37K - $5.52K
|
640
$32K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-16K- 98.65% |
$787K - $810K
|
219
$10.9K
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
47.2K+ 488.4% |
$2.32M - $2.39M
|
56.9K
$2.84M
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-905- 2.59% |
$44.6K - $45.8K
|
34.1K
$1.7M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
296New |
$14.6K - $15K
|
296
$14.8K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.73K+ 229.92% |
$233K - $240K
|
6.79K
$340K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.07K- 11.49% |
$348K - $358K
|
54.5K
$2.72M
|
|
Q4 2024 | |||||||
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.07K- 29.45% |
$153K - $157K
|
7.35K
$367K
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-28.7K- 48.39% |
$1.43M - $1.47M
|
30.6K
$1.53M
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-3.36K- 15.38% |
$167K - $172K
|
18.5K
$924K
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
10.8KNew |
$538K - $552K
|
10.8K
$540K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-92.7K- 5.69% |
$4.62M - $4.74M
|
1.54M
$76.8M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
671New |
$33.4K - $34.3K
|
671
$33.5K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.4KNew |
$219K - $225K
|
4.4K
$220K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-321- 5.21% |
$16K - $16.4K
|
5.84K
$292K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1KNew |
$49.8K - $51.1K
|
1K
$50K
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
6.79KNew |
$338K - $347K
|
6.79K
$339K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.5KNew |
$521K - $535K
|
10.5K
$523K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.1KNew |
$54.8K - $56.3K
|
1.1K
$55K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29K+ 295.73% |
$1.45M - $1.49M
|
38.9K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-65.9K- 57.74% |
$3.28M - $3.37M
|
48.2K
$2.41M
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
16.2KNew |
$806K - $828K
|
16.2K
$809K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-37.7K- 89.96% |
$1.88M - $1.93M
|
4.21K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.32KNew |
$215K - $221K
|
4.32K
$216K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$12.4K - $12.8K
|
250
$12.5K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.81K+ 6.03% |
$140K - $144K
|
49.4K
$2.47M
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$227K - $233K
|
4.55K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-178K- 75.3% |
$8.87M - $9.11M
|
58.4K
$2.92M
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15K+ 348.03% |
$747K - $767K
|
19.3K
$965K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.2KNew |
$209K - $215K
|
4.2K
$210K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.75KNew |
$87.1K - $89.5K
|
1.75K
$87.5K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.67K+ 5.05% |
$332K - $341K
|
139K
$6.93M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.56K- 0.5% |
$177K - $182K
|
704K
$35.2M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
29+ 0.44% |
$1.44K - $1.48K
|
6.66K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-545- 1.22% |
$27.1K - $27.9K
|
44K
$2.2M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
114New |
$5.68K - $5.83K
|
114
$5.7K
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
24.5KNew |
$1.22M - $1.26M
|
24.5K
$1.23M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.85K+ 57.44% |
$242K - $248K
|
13.3K
$665K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-51- 41.13% |
$2.54K - $2.61K
|
73
$3.65K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.6KNew |
$580K - $596K
|
11.6K
$582K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
96.7KNew |
$4.82M - $4.95M
|
96.7K
$4.84M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
582+ 1238.3% |
$29K - $29.8K
|
629
$31.4K
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
59.2KNew |
$2.95M - $3.03M
|
59.2K
$2.96M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
32.4K+ 12.54% |
$1.62M - $1.66M
|
291K
$14.6M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
559New |
$27.8K - $28.6K
|
559
$27.9K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.13K
|
4.22K
$211K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.9K+ 214.67% |
$641K - $659K
|
18.9K
$944K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 50.0% |
$199K - $205K
|
4K
$200K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.41K- 42.17% |
$120K - $123K
|
3.3K
$165K
|