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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$57.2K - $58.6K
|
1.15K
$57.9K
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.14K+ 13.98% |
$56.9K - $58.3K
|
9.29K
$470K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 6.83% |
$55.1K - $56.5K
|
17.3K
$873K
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 11.92% |
$54.7K - $56K
|
10.3K
$520K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.08K+ 2.32% |
$53.7K - $55K
|
47.4K
$2.4M
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.04K+ 22.39% |
$51.9K - $53.1K
|
5.68K
$287K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.02K+ 22.48% |
$51K - $52.3K
|
5.57K
$282K
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.02K+ 5.05% |
$50.9K - $52.2K
|
21.2K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 22.47% |
$49.9K - $51.2K
|
5.45K
$276K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
996+ 0.91% |
$49.7K - $50.9K
|
110K
$5.59M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
974+ 6.45% |
$48.6K - $49.8K
|
16.1K
$813K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
961+ 5.87% |
$48K - $49.2K
|
17.3K
$877K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
942+ 7.77% |
$47K - $48.2K
|
13.1K
$661K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
936+ 8.37% |
$46.7K - $47.9K
|
12.1K
$613K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
934+ 13.02% |
$46.6K - $47.8K
|
8.11K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
926+ 8.74% |
$46.2K - $47.4K
|
11.5K
$583K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
882+ 2.7% |
$44K - $45.1K
|
33.5K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
879+ 4.89% |
$43.9K - $45K
|
18.9K
$954K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
874+ 2.58% |
$43.6K - $44.7K
|
34.7K
$1.76M
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
857+ 3.19% |
$42.8K - $43.8K
|
27.7K
$1.4M
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
853+ 7.15% |
$42.6K - $43.6K
|
12.8K
$647K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
852+ 4.3% |
$42.5K - $43.6K
|
20.7K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
850+ 9.25% |
$42.4K - $43.5K
|
10K
$508K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
815+ 9.37% |
$40.7K - $41.7K
|
9.51K
$481K
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
811+ 2.02% |
$40.5K - $41.5K
|
41K
$2.08M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
792+ 1.2% |
$39.5K - $40.5K
|
66.6K
$3.37M
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
790+ 1.35% |
$39.4K - $40.4K
|
59.5K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
785+ 8.89% |
$39.2K - $40.2K
|
9.62K
$487K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
784+ 4.3% |
$39.1K - $40.1K
|
19K
$963K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
780+ 2.2% |
$38.9K - $39.9K
|
36.2K
$1.83M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
771+ 235.06% |
$38.5K - $39.4K
|
1.1K
$55.6K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
758+ 0.43% |
$37.8K - $38.8K
|
176K
$8.9M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
758+ 14.67% |
$37.8K - $38.8K
|
5.93K
$300K
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
738+ 2.32% |
$36.8K - $37.7K
|
32.5K
$1.64M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
692+ 3.97% |
$34.6K - $35.4K
|
18.1K
$917K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
685+ 0.74% |
$34.2K - $35K
|
93.9K
$4.75M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
680+ 0.33% |
$34K - $34.8K
|
205K
$10.4M
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
663+ 1.12% |
$33.1K - $33.9K
|
60K
$3.04M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
658+ 3.48% |
$32.9K - $33.7K
|
19.6K
$991K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
656+ 0.2% |
$32.8K - $33.6K
|
326K
$16.5M
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
650New |
$32.5K - $33.2K
|
650
$32.9K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
650+ 3.06% |
$32.5K - $33.2K
|
21.9K
$1.11M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
648+ 131.44% |
$32.4K - $33.1K
|
1.14K
$57.7K
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
644+ 1.64% |
$32.2K - $32.9K
|
39.9K
$2.02M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
642New |
$32.1K - $32.8K
|
642
$32.5K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
626+ 2.33% |
$31.3K - $32K
|
27.5K
$1.39M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
619+ 10.01% |
$30.9K - $31.7K
|
6.8K
$344K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
569+ 1497.37% |
$28.4K - $29.1K
|
607
$30.7K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
567New |
$28.3K - $29K
|
567
$28.7K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
560New |
$28K - $28.6K
|
560
$28.3K
|