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 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
167New |
$8.31K - $8.54K
|
167
$8.35K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
114New |
$5.68K - $5.83K
|
114
$5.7K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
107+ 0.93% |
$5.33K - $5.47K
|
11.6K
$578K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
101+ 0.73% |
$5.03K - $5.17K
|
14K
$701K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
29+ 0.44% |
$1.44K - $1.48K
|
6.66K
$333K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 0.52% |
$1.1K - $1.13K
|
4.22K
$211K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14New |
$697 - $716
|
14
$700
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
12+ 0.27% |
$597 - $614
|
4.54K
$227K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
10+ 0.01% |
$498 - $511
|
102K
$5.09M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5New |
$249 - $256
|
5
$250
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
175K+ 5012.01% |
$8.75M - $8.97M
|
179K
$8.94M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 7.25% |
$7.29M - $7.47M
|
2.16M
$108M
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
119KNew |
$5.95M - $6.09M
|
119K
$5.95M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76K+ 0.42% |
$3.79M - $3.89M
|
18M
$898M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
31.9KNew |
$1.59M - $1.63M
|
31.9K
$1.6M
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
24.1K+ 199.67% |
$1.2M - $1.23M
|
36.2K
$1.81M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22.6K+ 128.68% |
$1.13M - $1.15M
|
40.1K
$2.01M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.7K+ 7.09% |
$883K - $905K
|
267K
$13.4M
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15.5KNew |
$775K - $794K
|
15.5K
$776K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.4KNew |
$717K - $734K
|
14.4K
$718K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.2KNew |
$708K - $726K
|
14.2K
$709K
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
13.8KNew |
$687K - $704K
|
13.8K
$688K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.3K+ 156.86% |
$666K - $682K
|
21.8K
$1.09M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
9.39KNew |
$469K - $480K
|
9.39K
$469K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.23KNew |
$411K - $421K
|
8.23K
$412K
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.93K+ 41.3% |
$346K - $354K
|
23.7K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.87KNew |
$343K - $351K
|
6.87K
$343K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.33KNew |
$316K - $324K
|
6.33K
$316K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.3KNew |
$315K - $322K
|
6.3K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
5.63KNew |
$281K - $288K
|
5.63K
$282K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.47KNew |
$273K - $280K
|
5.47K
$273K
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.93KNew |
$246K - $252K
|
4.93K
$246K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.17KNew |
$208K - $214K
|
4.17K
$209K
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.95KNew |
$197K - $202K
|
3.95K
$197K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.84KNew |
$191K - $196K
|
3.84K
$192K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.78K+ 4.88% |
$189K - $193K
|
81.2K
$4.06M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.68K+ 608.61% |
$184K - $188K
|
4.28K
$214K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.62K+ 18120.0% |
$181K - $185K
|
3.64K
$182K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.82KNew |
$141K - $144K
|
2.82K
$141K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.23K+ 2.26% |
$111K - $114K
|
101K
$5.06M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.59KNew |
$79.2K - $81.1K
|
1.59K
$79.3K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$57.2K - $58.6K
|
1.15K
$57.2K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.04K+ 22.39% |
$51.9K - $53.1K
|
5.68K
$284K
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 22.47% |
$49.9K - $51.2K
|
5.45K
$272K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
642New |
$32.1K - $32.8K
|
642
$32.1K
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
616+ 0.09% |
$30.8K - $31.5K
|
662K
$33.1M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
569+ 1497.37% |
$28.4K - $29.1K
|
607
$30.3K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
567New |
$28.3K - $29K
|
567
$28.3K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
560New |
$28K - $28.6K
|
560
$28K
|