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, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.26K+ 52.46% |
$202K - $213K
|
12.4K
$605K
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-19.6KClosed |
$931K - $981K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$856K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.69KNew |
$223K - $235K
|
4.69K
$229K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
69+ 0.84% |
$3.28K - $3.45K
|
8.3K
$406K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.78K- 12.24% |
$132K - $139K
|
20K
$977K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
174KNew |
$8.26M - $8.71M
|
174K
$8.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
167KNew |
$7.95M - $8.38M
|
167K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
192KNew |
$9.12M - $9.61M
|
192K
$9.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.2KNew |
$532K - $561K
|
11.2K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
261KNew |
$12.4M - $13.1M
|
261K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.87K- 54.87% |
$279K - $294K
|
4.83K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.4K- 76.82% |
$2.16M - $2.27M
|
13.7K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 54.59% |
$5.94K - $6.26K
|
104
$5.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
21.9K+ 9.43% |
$1.04M - $1.1M
|
255K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-120KClosed |
$5.71M - $6.02M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$49.2K - $51.8K
|
1.04K
$50.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
20.4KNew |
$968K - $1.02M
|
20.4K
$997K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
248New |
$11.8K - $12.4K
|
248
$12.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.85K- 19.68% |
$230K - $243K
|
19.8K
$967K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 130.06% |
$10.1K - $10.6K
|
375
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 0.19% |
$950 - $1K
|
10.7K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
14KNew |
$666K - $702K
|
14K
$686K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6KNew |
$553K - $582K
|
11.6K
$569K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.38KNew |
$303K - $319K
|
6.38K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.9K- 48.04% |
$233K - $245K
|
5.3K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-16.2K- 62.51% |
$771K - $813K
|
9.74K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9.53K- 50.42% |
$453K - $477K
|
9.37K
$458K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
5.99KNew |
$285K - $300K
|
5.99K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.2KNew |
$200K - $210K
|
4.2K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.2KNew |
$1.2M - $1.26M
|
25.2K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
373New |
$17.7K - $18.7K
|
373
$18.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
38.1KNew |
$1.81M - $1.91M
|
38.1K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
43.6KNew |
$2.07M - $2.18M
|
43.6K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
14.6KNew |
$695K - $732K
|
14.6K
$716K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 16.68% |
$55.8K - $58.8K
|
5.87K
$287K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
318+ 4.66% |
$15.1K - $15.9K
|
7.14K
$349K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-32.1K- 69.45% |
$1.53M - $1.61M
|
14.1K
$691K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$856K
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-124K- 61.81% |
$5.9M - $6.22M
|
76.8K
$3.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
961New |
$45.6K - $48.1K
|
961
$47K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-6.18K- 23.64% |
$293K - $309K
|
20K
$976K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.81KNew |
$229K - $241K
|
4.81K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-128K- 71.64% |
$6.09M - $6.42M
|
50.8K
$2.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
75.8K+ 267.68% |
$3.6M - $3.79M
|
104K
$5.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85New |
$4.04K - $4.26K
|
85
$4.16K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
64.7K+ 263.31% |
$3.07M - $3.24M
|
89.3K
$4.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.57K- 14.91% |
$74.5K - $78.5K
|
8.96K
$438K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.57K- 0.82% |
$264K - $279K
|
675K
$33M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
80.6KNew |
$3.83M - $4.03M
|
80.6K
$3.94M
|