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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$700K - $719K
|
14.1K
$703K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.9K+ 214.67% |
$641K - $659K
|
18.9K
$944K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.6KNew |
$580K - $596K
|
11.6K
$582K
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$558K - $573K
|
11.2K
$560K
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
10.8KNew |
$538K - $552K
|
10.8K
$540K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.5KNew |
$521K - $535K
|
10.5K
$523K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10.3KNew |
$512K - $526K
|
10.3K
$514K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.1KNew |
$502K - $515K
|
10.1K
$504K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.5KNew |
$473K - $486K
|
9.5K
$475K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$431K - $443K
|
8.67K
$433K
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
6.79KNew |
$338K - $347K
|
6.79K
$339K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.67K+ 5.05% |
$332K - $341K
|
139K
$6.93M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.65K+ 65.3% |
$331K - $340K
|
16.8K
$841K
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
6.38KNew |
$317K - $326K
|
6.38K
$319K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.33KNew |
$315K - $324K
|
6.33K
$317K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.1K+ 76.25% |
$304K - $312K
|
14.1K
$705K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.85K+ 57.44% |
$242K - $248K
|
13.3K
$665K
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$230K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
4.6KNew |
$229K - $235K
|
4.6K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.55KNew |
$227K - $233K
|
4.55K
$227K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.46KNew |
$222K - $228K
|
4.46K
$223K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.4KNew |
$219K - $225K
|
4.4K
$220K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$216K - $222K
|
4.34K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.32KNew |
$215K - $221K
|
4.32K
$216K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.2KNew |
$209K - $215K
|
4.2K
$210K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.23KNew |
$161K - $165K
|
3.23K
$162K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.23K+ 32.16% |
$161K - $165K
|
13.3K
$663K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.05K+ 61.93% |
$152K - $156K
|
7.97K
$398K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.81K+ 6.03% |
$140K - $144K
|
49.4K
$2.47M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.65K+ 54.91% |
$132K - $135K
|
7.47K
$374K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.45KNew |
$122K - $125K
|
2.45K
$122K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44KNew |
$121K - $125K
|
2.44K
$122K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.75KNew |
$87.1K - $89.5K
|
1.75K
$87.5K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$79.8K - $81.9K
|
1.6K
$80.1K
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 26.51% |
$74.6K - $76.6K
|
7.15K
$357K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.14KNew |
$56.7K - $58.2K
|
1.14K
$56.9K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.1KNew |
$54.8K - $56.3K
|
1.1K
$55K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1KNew |
$49.8K - $51.1K
|
1K
$50K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
838New |
$41.7K - $42.9K
|
838
$41.9K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
800+ 7.63% |
$39.8K - $40.9K
|
11.3K
$564K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
774+ 3.47% |
$38.5K - $39.6K
|
23.1K
$1.15M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
671New |
$33.4K - $34.3K
|
671
$33.5K
|
|
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
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
559New |
$27.8K - $28.6K
|
559
$27.9K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
550+ 7.95% |
$27.4K - $28.1K
|
7.47K
$373K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
500+ 3.63% |
$24.9K - $25.6K
|
14.3K
$713K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
479+ 8.68% |
$23.8K - $24.5K
|
6K
$300K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
432+ 1.31% |
$21.5K - $22.1K
|
33.4K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Northland Capital Management LLC
|
BUY
|
- |
400+ 8.06% |
$19.9K - $20.5K
|
5.36K
$268K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$12.4K - $12.8K
|
250
$12.5K
|