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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.14KNew |
$56.7K - $58.2K
|
1.14K
$56.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$249 - $256
|
5
$250
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
16.2KNew |
$806K - $828K
|
16.2K
$809K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-40.7K- 73.89% |
$2.03M - $2.08M
|
14.4K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10.3KNew |
$512K - $526K
|
10.3K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$700K - $719K
|
14.1K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$121K - $125K
|
2.44K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$558K - $573K
|
11.2K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.7KNew |
$1.73M - $1.78M
|
34.7K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-351- 3.11% |
$17.5K - $18K
|
10.9K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-648- 56.79% |
$32.3K - $33.1K
|
493
$24.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
479+ 8.68% |
$23.8K - $24.5K
|
6K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$431K - $443K
|
8.67K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-90- 0.54% |
$4.48K - $4.6K
|
16.6K
$831K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-149- 0.84% |
$7.42K - $7.62K
|
17.6K
$882K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.65K+ 65.3% |
$331K - $340K
|
16.8K
$841K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.23KNew |
$161K - $165K
|
3.23K
$162K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
800+ 7.63% |
$39.8K - $40.9K
|
11.3K
$564K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14.8KNew |
$736K - $756K
|
14.8K
$739K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
838New |
$41.7K - $42.9K
|
838
$41.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.94K- 30.58% |
$146K - $150K
|
6.68K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69.7K+ 5.11% |
$3.47M - $3.56M
|
1.43M
$71.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.27% |
$597 - $614
|
4.54K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1K- 21.45% |
$49.8K - $51.1K
|
3.66K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.89K- 85.88% |
$194K - $199K
|
640
$32K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-12K- 97.56% |
$597K - $614K
|
300
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-67- 0.91% |
$3.34K - $3.43K
|
7.26K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-29- 0.64% |
$1.44K - $1.48K
|
4.5K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-39.5K- 23.78% |
$1.97M - $2.02M
|
127K
$6.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$79.8K - $81.9K
|
1.6K
$80.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-54- 22.31% |
$2.69K - $2.76K
|
188
$9.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.5KNew |
$473K - $486K
|
9.5K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 12.95% |
$14.8K - $15.2K
|
2K
$99.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-133- 0.42% |
$6.62K - $6.8K
|
31.9K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-7.63K- 69.79% |
$380K - $390K
|
3.31K
$165K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$216K - $222K
|
4.34K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.6KNew |
$828K - $850K
|
16.6K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.65K+ 54.91% |
$132K - $135K
|
7.47K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 26.51% |
$74.6K - $76.6K
|
7.15K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.71K- 2.1% |
$334K - $343K
|
313K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.7KNew |
$1.58M - $1.62M
|
31.7K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
500+ 3.63% |
$24.9K - $25.6K
|
14.3K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
774+ 3.47% |
$38.5K - $39.6K
|
23.1K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
15.5KNew |
$773K - $794K
|
15.5K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14New |
$697 - $716
|
14
$700
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6.38KNew |
$317K - $326K
|
6.38K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.1KNew |
$502K - $515K
|
10.1K
$504K
|