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 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
43+ 0.83% |
$2.07K - $2.14K
|
5.24K
$256K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.83K+ 36.98% |
$233K - $241K
|
17.9K
$876K
|
|
Q1 2025 | |||||||
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-9.45K- 50.95% |
$465K - $478K
|
9.09K
$445K
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
22+ 0.51% |
$1.08K - $1.11K
|
4.31K
$211K
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-2.34K- 12.67% |
$115K - $119K
|
16.2K
$790K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-101- 44.69% |
$4.97K - $5.12K
|
125
$6.11K
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
31.4KNew |
$1.54M - $1.59M
|
31.4K
$1.53M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
132+ 0.49% |
$6.5K - $6.69K
|
26.9K
$1.32M
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.07K+ 22.56% |
$52.5K - $54K
|
5.79K
$283K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-22.7K- 21.47% |
$1.12M - $1.15M
|
83K
$4.06M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-4.71K- 18.87% |
$232K - $239K
|
20.2K
$990K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
177KNew |
$8.72M - $8.97M
|
177K
$8.66M
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.03K- 2.35% |
$50.8K - $52.3K
|
42.8K
$2.1M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-302- 5.09% |
$14.9K - $15.3K
|
5.63K
$276K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-400K- 10.17% |
$19.7M - $20.3M
|
3.53M
$173M
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.26K+ 31.44% |
$308K - $317K
|
26.2K
$1.28M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45.2K- 27.0% |
$2.23M - $2.29M
|
122K
$5.98M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
60+ 0.06% |
$2.96K - $3.04K
|
94.2K
$4.61M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35.3K+ 118.87% |
$1.74M - $1.79M
|
65K
$3.18M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$9.85K - $10.1K
|
200
$9.78K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.73KNew |
$430K - $442K
|
8.73K
$427K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.78K+ 12.73% |
$137K - $141K
|
24.6K
$1.2M
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
11.7K+ 9.72% |
$577K - $593K
|
132K
$6.47M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-764- 0.87% |
$37.6K - $38.7K
|
86.7K
$4.24M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.63K+ 20.44% |
$80.3K - $82.6K
|
9.61K
$470K
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.17K+ 6.98% |
$156K - $160K
|
48.5K
$2.37M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.16% |
$443 - $456
|
787
$38.5K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.39K- 6.3% |
$118K - $121K
|
35.5K
$1.74M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.8K- 6.15% |
$1.32M - $1.36M
|
408K
$20M
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
5.05KNew |
$249K - $256K
|
5.05K
$247K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.1K+ 10.75% |
$1.19M - $1.22M
|
248K
$12.1M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-4.43K- 19.86% |
$218K - $224K
|
17.9K
$874K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 5.44% |
$527K - $542K
|
207K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 1.57% |
$61.1K - $62.9K
|
80.2K
$3.92M
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.9K+ 6.17% |
$93.6K - $96.3K
|
32.7K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600K+ 156.0% |
$29.5M - $30.4M
|
984K
$48.1M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
10.1KNew |
$499K - $514K
|
10.1K
$496K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-394K- 87.91% |
$19.4M - $20M
|
54.2K
$2.65M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
38.7K+ 30.58% |
$1.9M - $1.96M
|
165K
$8.08M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8.25K- 9.91% |
$406K - $418K
|
75K
$3.67M
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
1.64K+ 7.4% |
$80.9K - $83.2K
|
23.8K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.13K+ 6.61% |
$253K - $260K
|
82.7K
$4.05M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
161K+ 17.03% |
$7.93M - $8.16M
|
1.11M
$54.1M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 0.18% |
$2.22K - $2.28K
|
25.6K
$1.25M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.26K+ 36.88% |
$357K - $368K
|
26.9K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.8K- 2.05% |
$138K - $142K
|
134K
$6.54M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
30.3KNew |
$1.49M - $1.54M
|
30.3K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.53K- 0.38% |
$125K - $128K
|
671K
$32.8M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
35.1K+ 187.53% |
$1.73M - $1.78M
|
53.8K
$2.63M
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-100K- 94.95% |
$4.95M - $5.09M
|
5.35K
$261K
|