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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.15KNew |
$354K - $365K
|
7.15K
$349K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 16.37% |
$5.94K - $6.13K
|
613
$30K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.82K+ 23.57% |
$238K - $246K
|
25.2K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.76KNew |
$235K - $243K
|
4.76K
$233K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.4KNew |
$661K - $682K
|
13.4K
$654K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-425- 9.49% |
$21K - $21.7K
|
4.06K
$198K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.5KNew |
$813K - $841K
|
16.5K
$807K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2New |
$98.6 - $102
|
2
$97.8
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.15KNew |
$254K - $262K
|
5.15K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.4KNew |
$1.65M - $1.7M
|
33.4K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.67KNew |
$231K - $238K
|
4.67K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
400New |
$19.7K - $20.4K
|
400
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
505K+ 737.97% |
$24.9M - $25.8M
|
573K
$28M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.56K- 27.13% |
$76.9K - $79.6K
|
4.19K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.8KNew |
$730K - $755K
|
14.8K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.36KNew |
$264K - $273K
|
5.36K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.7K+ 9.4% |
$232K - $240K
|
54.6K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.48KNew |
$221K - $228K
|
4.48K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6K+ 49.47% |
$227K - $235K
|
13.9K
$680K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
552KNew |
$27.2M - $28.1M
|
552K
$27M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.03KNew |
$100K - $104K
|
2.03K
$99.4K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
28New |
$1.38K - $1.43K
|
28
$1.37K
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
61KNew |
$3.01M - $3.11M
|
61K
$2.98M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
323+ 1.7% |
$15.9K - $16.5K
|
19.3K
$944K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
7.68KNew |
$379K - $392K
|
7.68K
$376K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-466- 4.24% |
$23K - $23.8K
|
10.5K
$515K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.79K- 24.59% |
$138K - $142K
|
8.55K
$418K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3K+ 117.65% |
$148K - $153K
|
5.55K
$271K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.09KNew |
$202K - $209K
|
4.09K
$200K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
875New |
$43.2K - $44.6K
|
875
$42.8K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 50.0% |
$31.6K - $32.7K
|
641
$31.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21.6K- 51.01% |
$1.06M - $1.1M
|
20.7K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-8.2K- 5.2% |
$404K - $418K
|
150K
$7.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.6KNew |
$870K - $900K
|
17.6K
$863K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-164K- 96.95% |
$8.09M - $8.37M
|
5.16K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-10K- 45.48% |
$494K - $511K
|
12K
$587K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
261New |
$12.9K - $13.3K
|
261
$12.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
46+ 0.71% |
$2.27K - $2.35K
|
6.55K
$320K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56New |
$2.76K - $2.86K
|
56
$2.74K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$19.2K - $19.9K
|
390
$19.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-585- 9.29% |
$28.9K - $29.8K
|
5.71K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.09K+ 26.84% |
$53.9K - $55.8K
|
5.17K
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.52K+ 1.63% |
$75K - $77.6K
|
94.7K
$4.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.75KNew |
$382K - $395K
|
7.75K
$379K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.28K- 46.97% |
$310K - $320K
|
7.09K
$347K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-730- 14.52% |
$36K - $37.2K
|
4.3K
$210K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.56K+ 24.49% |
$77.1K - $79.8K
|
7.95K
$389K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
211New |
$10.4K - $10.8K
|
211
$10.3K
|
|
| Q4 2022 | |||||||
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
110K+ 135.32% |
$5.22M - $5.5M
|
191K
$9.34M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18K+ 3.47% |
$103K - $109K
|
64.8K
$3.17M
|
|