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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
104K+ 70.44% |
$5.2M - $5.32M
|
252K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-93.9K- 24.5% |
$4.69M - $4.8M
|
289K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
83.8K+ 5.85% |
$4.18M - $4.28M
|
1.51M
$76.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.3KNew |
$315K - $322K
|
6.3K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.96K+ 281.52% |
$148K - $151K
|
4.01K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.33K+ 0.37% |
$66.3K - $67.9K
|
362K
$18.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-200- 61.54% |
$9.99K - $10.2K
|
125
$6.35K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3K+ 5.93% |
$150K - $153K
|
53.6K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.1K- 2.79% |
$2M - $2.05M
|
1.4M
$71M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-319- 1.83% |
$15.9K - $16.3K
|
17.1K
$870K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.61KNew |
$480K - $491K
|
9.61K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-13.5K- 12.0% |
$676K - $693K
|
99.3K
$5.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
811+ 2.02% |
$40.5K - $41.5K
|
41K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-307- 0.25% |
$15.3K - $15.7K
|
124K
$6.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
100+ 0.05% |
$4.99K - $5.12K
|
184K
$9.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.15K+ 7.74% |
$157K - $161K
|
43.9K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
59+ 0.38% |
$2.95K - $3.02K
|
15.6K
$794K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10.4K+ 56.84% |
$521K - $534K
|
28.8K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
176New |
$8.79K - $9K
|
176
$8.94K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-196- 0.49% |
$9.79K - $10K
|
39.7K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
13+ 0.1% |
$649 - $665
|
12.5K
$637K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.09K- 8.3% |
$54.6K - $55.9K
|
12.1K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
199+ 3.91% |
$9.94K - $10.2K
|
5.28K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.94K+ 71.57% |
$197K - $202K
|
9.45K
$480K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-219- 4.62% |
$10.9K - $11.2K
|
4.53K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-640- 10.99% |
$32K - $32.7K
|
5.19K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10.1K- 1.35% |
$502K - $515K
|
736K
$37.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
129+ 0.74% |
$6.44K - $6.6K
|
17.5K
$890K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.59K+ 7.0% |
$79.6K - $81.5K
|
24.4K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 4.81% |
$93.4K - $95.7K
|
40.8K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.76K+ 5.49% |
$487K - $499K
|
188K
$9.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
531K+ 5.67% |
$26.5M - $27.2M
|
9.9M
$503M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
61.8K+ 66.11% |
$3.08M - $3.16M
|
155K
$7.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
101+ 8.24% |
$5.04K - $5.17K
|
1.33K
$67.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.6K+ 251.08% |
$627K - $642K
|
17.6K
$892K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39K+ 2.12% |
$1.95M - $1.99M
|
1.87M
$95.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.28K- 10.28% |
$63.8K - $65.4K
|
11.2K
$567K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.43K- 51.19% |
$421K - $431K
|
8.04K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9K+ 31.38% |
$449K - $460K
|
37.7K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.19K- 21.61% |
$109K - $112K
|
7.95K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
20+ 0.22% |
$999 - $1.02K
|
9.12K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 4.71% |
$85K - $87.1K
|
37.9K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.35K- 21.72% |
$167K - $171K
|
12.1K
$613K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18.1K+ 3.42% |
$903K - $926K
|
548K
$27.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.31% |
$49.9 - $51.2
|
319
$16.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
49.5K+ 878.49% |
$2.47M - $2.53M
|
55.1K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-800- 4.49% |
$39.9K - $40.9K
|
17K
$864K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
295+ 1.08% |
$14.7K - $15.1K
|
27.7K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.3K+ 5.13% |
$766K - $785K
|
314K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-12.9K- 33.82% |
$644K - $660K
|
25.2K
$1.28M
|