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 |
---|---|---|---|---|---|---|---|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-18.2KClosed |
$901K - $929K
|
0
$0
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
815New |
$40.3K - $41.6K
|
815
$41.4K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
221New |
$10.9K - $11.3K
|
221
$11.2K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.87KNew |
$291K - $300K
|
5.87K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$59.5K - $61.4K
|
1.2K
$61.1K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
403+ 2.77% |
$19.9K - $20.6K
|
15K
$760K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
241New |
$11.9K - $12.3K
|
241
$12.2K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.9K+ 15.84% |
$1.18M - $1.22M
|
175K
$8.87M
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
8.69KNew |
$430K - $444K
|
8.69K
$441K
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
270New |
$13.4K - $13.8K
|
270
$13.7K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$99K - $102K
|
2K
$102K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-11.9K- 70.41% |
$589K - $608K
|
5K
$254K
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-570- 1.77% |
$28.2K - $29.1K
|
31.6K
$1.61M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.93KNew |
$95.7K - $98.7K
|
1.93K
$98.2K
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.7KNew |
$282K - $291K
|
5.7K
$289K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120+ 0.77% |
$5.94K - $6.13K
|
15.7K
$798K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
151New |
$7.47K - $7.71K
|
151
$7.67K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
408K+ 7.24% |
$20.2M - $20.8M
|
6.05M
$307M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.6K- 17.72% |
$968K - $998K
|
90.8K
$4.61M
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.52KNew |
$471K - $486K
|
9.52K
$483K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 0.2% |
$1.24K - $1.28K
|
12.3K
$625K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
459+ 13.7% |
$22.7K - $23.4K
|
3.81K
$193K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
32New |
$1.58K - $1.63K
|
32
$1.62K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-597- 24.49% |
$29.6K - $30.5K
|
1.84K
$93.5K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.08K+ 4.95% |
$53.4K - $55.1K
|
22.9K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.8K+ 13.93% |
$533K - $550K
|
88.2K
$4.48M
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.23K- 10.29% |
$60.7K - $62.6K
|
10.7K
$543K
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.15KNew |
$354K - $365K
|
7.15K
$363K
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-157- 2.22% |
$7.77K - $8.02K
|
6.91K
$351K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 16.37% |
$5.94K - $6.13K
|
613
$31.1K
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.82K+ 23.57% |
$238K - $246K
|
25.2K
$1.28M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.76KNew |
$235K - $243K
|
4.76K
$241K
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.4KNew |
$661K - $682K
|
13.4K
$679K
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-425- 9.49% |
$21K - $21.7K
|
4.06K
$206K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
17.7KNew |
$874K - $902K
|
17.7K
$897K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.5KNew |
$813K - $841K
|
16.5K
$837K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2New |
$98.6 - $102
|
2
$102
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.15KNew |
$254K - $262K
|
5.15K
$261K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.4KNew |
$1.65M - $1.7M
|
33.4K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.67KNew |
$231K - $238K
|
4.67K
$237K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
400New |
$19.7K - $20.4K
|
400
$20.3K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
505K+ 737.97% |
$24.9M - $25.8M
|
573K
$29.1M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-816- 43.04% |
$40.2K - $41.6K
|
1.08K
$54.8K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.56K- 27.13% |
$76.9K - $79.6K
|
4.19K
$213K
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.8KNew |
$730K - $755K
|
14.8K
$752K
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.36KNew |
$264K - $273K
|
5.36K
$272K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.7K+ 9.4% |
$232K - $240K
|
54.6K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.48KNew |
$221K - $228K
|
4.48K
$227K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6K+ 49.47% |
$227K - $235K
|
13.9K
$706K
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
552KNew |
$27.2M - $28.1M
|
552K
$28M
|