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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-51- 41.13% |
$2.54K - $2.61K
|
73
$3.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
32+ 0.43% |
$1.59K - $1.64K
|
7.48K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.14K+ 31.38% |
$405K - $416K
|
34.1K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.72K+ 2.93% |
$135K - $139K
|
95.4K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.42M+ 26.68% |
$70.7M - $72.6M
|
6.74M
$336M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.36M- 98.01% |
$67.7M - $69.6M
|
27.7K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.6KNew |
$580K - $596K
|
11.6K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.6KNew |
$1.53M - $1.57M
|
30.6K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.79K- 18.03% |
$139K - $142K
|
12.7K
$631K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
152K+ 10.03% |
$7.56M - $7.77M
|
1.67M
$83.1M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.79K+ 5.95% |
$189K - $194K
|
67.6K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 7.62% |
$972K - $999K
|
276K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
96.7KNew |
$4.82M - $4.95M
|
96.7K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
2.55K+ 14.71% |
$127K - $130K
|
19.9K
$992K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
582+ 1238.3% |
$29K - $29.8K
|
629
$31.4K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.19KNew |
$259K - $266K
|
5.19K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
59.2KNew |
$2.95M - $3.03M
|
59.2K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.1K+ 1188.12% |
$902K - $926K
|
19.6K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
64.5KNew |
$3.21M - $3.3M
|
64.5K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
8.94KNew |
$445K - $457K
|
8.94K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-3.84K- 1.18% |
$191K - $196K
|
322K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
32.4K+ 12.54% |
$1.62M - $1.66M
|
291K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.07K- 51.75% |
$103K - $106K
|
1.93K
$96.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.38KNew |
$218K - $224K
|
4.38K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 10.74% |
$136K - $140K
|
22.8K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.2K- 2.03% |
$556K - $571K
|
538K
$26.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.48KNew |
$372K - $382K
|
7.48K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$210K - $215K
|
4.21K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
15K+ 28.94% |
$748K - $768K
|
66.9K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
11.8KNew |
$587K - $602K
|
11.8K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
202K+ 1.7% |
$10M - $10.3M
|
12.1M
$603M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.04K+ 5.23% |
$351K - $360K
|
142K
$7.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.3K+ 4.7% |
$64.9K - $66.6K
|
29K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 0.62% |
$7.87K - $8.08K
|
25.3K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
303K+ 3.06% |
$15.1M - $15.5M
|
10.2M
$509M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
559New |
$27.8K - $28.6K
|
559
$27.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.13K
|
4.22K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-145- 0.67% |
$7.22K - $7.42K
|
21.5K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
385+ 14.53% |
$19.2K - $19.7K
|
3.04K
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.9K+ 214.67% |
$641K - $659K
|
18.9K
$941K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.08K+ 55.23% |
$353K - $362K
|
19.9K
$992K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-6.89K- 35.93% |
$343K - $352K
|
12.3K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
106+ 0.79% |
$5.28K - $5.42K
|
13.6K
$678K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4K- 50.0% |
$199K - $205K
|
4K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.41K- 42.17% |
$120K - $123K
|
3.3K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-390- 0.8% |
$19.4K - $19.9K
|
48.6K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.85K+ 5.26% |
$341K - $350K
|
137K
$6.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.2K+ 41.75% |
$857K - $880K
|
58.4K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
297+ 1.92% |
$14.8K - $15.2K
|
15.8K
$788K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.11KNew |
$205K - $210K
|
4.11K
$205K
|