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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.5KNew |
$1.02M - $1.08M
|
21.5K
$1.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-875- 18.52% |
$41.6K - $43.8K
|
3.85K
$188K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163New |
$7.74K - $8.16K
|
163
$7.97K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.82KNew |
$419K - $442K
|
8.82K
$431K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-94- 0.45% |
$4.47K - $4.71K
|
20.8K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.66K- 87.07% |
$269K - $283K
|
840
$41.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
521New |
$24.7K - $26.1K
|
521
$25.5K
|
|
| Q3 2022 | |||||||
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.31KClosed |
$63.2K - $67.1K
|
0
$0
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.3KClosed |
$207K - $220K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21K- 7.19% |
$1.01M - $1.07M
|
271K
$13.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2K- 26.67% |
$96.2K - $102K
|
5.5K
$269K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.88KNew |
$283K - $301K
|
5.88K
$288K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.51% |
$337 - $358
|
1.39K
$68.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
6.43KNew |
$309K - $329K
|
6.43K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.99K- 7.03% |
$240K - $255K
|
66K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$598K - $636K
|
243K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.89% |
$3.85K - $4.09K
|
4.32K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
900New |
$43.3K - $46K
|
900
$44K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
151+ 0.52% |
$7.26K - $7.72K
|
29.1K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.22KNew |
$203K - $216K
|
4.22K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 30.66% |
$60.6K - $64.4K
|
5.37K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.06K- 1.22% |
$50.8K - $54K
|
85.8K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.29% |
$818 - $869
|
5.84K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.52K- 43.65% |
$170K - $180K
|
4.55K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
40.5KNew |
$1.95M - $2.07M
|
40.5K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
315K+ 61.7% |
$15.2M - $16.1M
|
826K
$40.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
551K+ 33.15% |
$26.5M - $28.2M
|
2.21M
$108M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-42.5K- 44.38% |
$2.04M - $2.17M
|
53.3K
$2.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.94KNew |
$430K - $457K
|
8.94K
$437K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.85K- 29.31% |
$137K - $145K
|
6.86K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.9KNew |
$236K - $251K
|
4.9K
$240K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 71.35% |
$825K - $877K
|
6.89K
$337K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-46.1K- 26.44% |
$2.22M - $2.36M
|
128K
$6.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
35.8KNew |
$1.72M - $1.83M
|
35.8K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.54KNew |
$363K - $386K
|
7.54K
$369K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.21K- 66.15% |
$299K - $318K
|
3.18K
$155K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.8K- 10.89% |
$86.6K - $92.1K
|
14.7K
$720K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
361+ 3.43% |
$17.4K - $18.5K
|
10.9K
$533K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
36.4K+ 196.49% |
$1.75M - $1.86M
|
54.9K
$2.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
581New |
$28K - $29.7K
|
581
$28.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-15- 68.18% |
$722 - $767
|
7
$342
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.05K- 29.38% |
$98.8K - $105K
|
4.94K
$241K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-335K- 16.28% |
$16.1M - $17.2M
|
1.72M
$84.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.71KNew |
$226K - $241K
|
4.71K
$230K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-432- 4.41% |
$20.8K - $22.1K
|
9.35K
$457K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-1K- 24.4% |
$48.1K - $51.1K
|
3.1K
$152K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
482K+ 54.7% |
$23.2M - $24.6M
|
1.36M
$66.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
810New |
$39K - $41.4K
|
810
$39.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-59K- 76.2% |
$2.84M - $3.02M
|
18.4K
$900K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.3K+ 220.02% |
$737K - $783K
|
22.3K
$1.09M
|
|