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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.7K+ 7.09% |
$883K - $905K
|
267K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16- 0.1% |
$799 - $818
|
16K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.45K - $1.48K
|
12.8K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.18K+ 5.24% |
$359K - $367K
|
144K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
109+ 17.03% |
$5.44K - $5.58K
|
749
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
103K+ 17.2% |
$5.16M - $5.28M
|
704K
$35.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
38.1K+ 3.97% |
$1.9M - $1.95M
|
999K
$50.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-674- 10.5% |
$33.7K - $34.5K
|
5.74K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-572- 7.94% |
$28.6K - $29.3K
|
6.63K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.35K- 7.47% |
$67.4K - $69.1K
|
16.7K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.45K+ 3.93% |
$172K - $176K
|
91.1K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.6K- 9.39% |
$1.08M - $1.1M
|
208K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.3K- 35.23% |
$2.06M - $2.11M
|
75.9K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.2K+ 24.71% |
$1.16M - $1.19M
|
117K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-10.8K- 37.81% |
$540K - $553K
|
17.8K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-9.84K- 19.68% |
$491K - $503K
|
40.1K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
102K+ 14.41% |
$5.09M - $5.21M
|
809K
$41.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1M+ 3.28% |
$50.1M - $51.3M
|
31.6M
$1.61B
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
850+ 9.25% |
$42.4K - $43.5K
|
10K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-451K- 4.41% |
$22.5M - $23.1M
|
9.79M
$499M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
5.02K+ 12.33% |
$251K - $257K
|
45.8K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-731- 1.6% |
$36.5K - $37.4K
|
44.9K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
23.4KNew |
$1.17M - $1.19M
|
23.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
818K+ 18.17% |
$40.9M - $41.9M
|
5.32M
$271M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.71K+ 1.42% |
$85.4K - $87.5K
|
122K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.8K+ 195.68% |
$638K - $654K
|
19.3K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.69K- 14.77% |
$84.1K - $86.2K
|
9.72K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-35.8K- 4.81% |
$1.78M - $1.83M
|
708K
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
959K+ 3.02% |
$47.9M - $49.1M
|
32.7M
$1.66B
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 35.71% |
$176K - $181K
|
13.4K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-636- 3.66% |
$31.8K - $32.5K
|
16.7K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.72K+ 4.13% |
$235K - $241K
|
119K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 8.56% |
$61.3K - $62.8K
|
15.6K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.84K- 4.4% |
$142K - $145K
|
61.7K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.55K+ 2.59% |
$127K - $131K
|
101K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
224+ 1.18% |
$11.2K - $11.5K
|
19.2K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2+ 0.01% |
$99.9 - $102
|
19.5K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
32.3K+ 28.43% |
$1.61M - $1.65M
|
146K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
20.5K+ 15.79% |
$1.02M - $1.05M
|
150K
$7.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
62.3KNew |
$3.11M - $3.18M
|
62.3K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.02K+ 5.05% |
$50.9K - $52.2K
|
21.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
961+ 5.87% |
$48K - $49.2K
|
17.3K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
17.7K+ 3.33% |
$884K - $905K
|
550K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.96K+ 44.54% |
$248K - $254K
|
16.1K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
114K+ 80.12% |
$5.69M - $5.83M
|
256K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-296- 0.43% |
$14.8K - $15.1K
|
68.8K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.37K- 1.62% |
$68.2K - $69.8K
|
82.7K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.75K- 27.47% |
$237K - $243K
|
12.5K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
64.4K+ 15.02% |
$3.22M - $3.29M
|
493K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.96K+ 18.73% |
$248K - $254K
|
31.5K
$1.6M
|