Latest Institutional Purchases of Vanguard Mun Bd Fds Tax Exempt (VTEB)
This list provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
536K+ 35.56% |
$26.7M - $27.4M
|
2.04M
$101M
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
33K+ 7.88% |
$1.65M - $1.69M
|
452K
$22.5M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
24.2K+ 7.78% |
$1.21M - $1.24M
|
336K
$16.7M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
21.7K+ 59.11% |
$1.08M - $1.11M
|
58.4K
$2.9M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21.6K+ 24.85% |
$1.07M - $1.1M
|
108K
$5.39M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.1K+ 34.34% |
$700K - $719K
|
55K
$2.73M
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
9.94K+ 7.77% |
$495K - $508K
|
138K
$6.86M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.55K+ 113.57% |
$326K - $335K
|
12.3K
$612K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$265K - $272K
|
5.33K
$265K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46KNew |
$222K - $228K
|
4.46K
$222K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.73K+ 1.02% |
$186K - $191K
|
370K
$18.4M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.16K+ 16.19% |
$157K - $161K
|
22.7K
$1.13M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.06KNew |
$103K - $105K
|
2.06K
$102K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 14.66% |
$55.1K - $56.6K
|
8.65K
$430K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
498+ 5.85% |
$24.8K - $25.5K
|
9.01K
$448K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
126+ 0.35% |
$6.27K - $6.44K
|
36.1K
$1.8M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 3.37% |
$1.84K - $1.89K
|
1.14K
$56.5K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 0.73% |
$1.19K - $1.23K
|
3.32K
$165K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.22M+ 55.0% |
$211M - $216M
|
11.9M
$591M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.57M+ 5.24% |
$78.5M - $80.4M
|
31.5M
$1.57B
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.36MNew |
$68.1M - $69.8M
|
1.36M
$67.8M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1M+ 3.28% |
$50.1M - $51.3M
|
31.6M
$1.57B
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
959K+ 3.02% |
$47.9M - $49.1M
|
32.7M
$1.62B
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
926K+ 6.36% |
$46.2M - $47.4M
|
15.5M
$770M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
818K+ 18.17% |
$40.9M - $41.9M
|
5.32M
$265M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
756K+ 6.17% |
$37.7M - $38.7M
|
13M
$647M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
658KNew |
$32.9M - $33.7M
|
658K
$32.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
531K+ 5.67% |
$26.5M - $27.2M
|
9.9M
$492M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
466KNew |
$23.2M - $23.8M
|
466K
$23.1M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
445K+ 22.13% |
$22.2M - $22.8M
|
2.46M
$122M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
434K+ 9.52% |
$21.7M - $22.2M
|
4.99M
$248M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
395K+ 18.87% |
$19.7M - $20.2M
|
2.49M
$124M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
340K+ 13.44% |
$17M - $17.4M
|
2.87M
$143M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
328KNew |
$16.4M - $16.8M
|
328K
$16.3M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
322K+ 26.05% |
$16.1M - $16.5M
|
1.56M
$77.5M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
320K+ 5.67% |
$16M - $16.4M
|
5.96M
$296M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
272K+ 45.45% |
$13.6M - $13.9M
|
869K
$43.2M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
265K+ 7.91% |
$13.2M - $13.6M
|
3.62M
$180M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
259KNew |
$12.9M - $13.2M
|
259K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
244K+ 976.96% |
$12.2M - $12.5M
|
268K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
237KNew |
$11.8M - $12.1M
|
237K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
215K+ 43.79% |
$10.7M - $11M
|
705K
$35M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
175K+ 5012.01% |
$8.75M - $8.97M
|
179K
$8.89M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
166K+ 54.64% |
$8.31M - $8.52M
|
471K
$23.4M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
163K+ 10.76% |
$8.16M - $8.36M
|
1.68M
$83.6M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
158K+ 24.65% |
$7.87M - $8.06M
|
797K
$39.6M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
153K+ 16.84% |
$7.64M - $7.83M
|
1.06M
$52.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 7.25% |
$7.29M - $7.47M
|
2.16M
$107M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
145K+ 3.94% |
$7.25M - $7.43M
|
3.83M
$190M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133K+ 5.56% |
$6.64M - $6.8M
|
2.52M
$126M
|