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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6.44KNew |
$319K - $325K
|
6.44K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.8KNew |
$287K - $293K
|
5.8K
$284K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.69KNew |
$282K - $287K
|
5.69K
$278K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.54KNew |
$275K - $280K
|
5.54K
$271K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.84KNew |
$240K - $244K
|
4.84K
$237K
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
4.57KNew |
$226K - $230K
|
4.57K
$223K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.56KNew |
$226K - $230K
|
4.56K
$223K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.16KNew |
$206K - $210K
|
4.16K
$203K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.14KNew |
$205K - $209K
|
4.14K
$202K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
3.87K+ 2.69% |
$192K - $195K
|
148K
$7.24M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.05KNew |
$151K - $154K
|
3.05K
$149K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.79KNew |
$138K - $141K
|
2.79K
$136K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.8K+ 8.35% |
$88.9K - $90.5K
|
23.3K
$1.14M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.49K+ 49633.33% |
$73.8K - $75.1K
|
1.49K
$73K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 3.32% |
$51.3K - $52.2K
|
32.2K
$1.58M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
991New |
$49.1K - $50K
|
991
$48.5K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
816New |
$40.4K - $41.2K
|
816
$39.9K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
700New |
$34.7K - $35.3K
|
700
$34.2K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
627+ 5.86% |
$31.1K - $31.6K
|
11.3K
$554K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
400New |
$19.8K - $20.2K
|
400
$19.6K
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
383+ 0.78% |
$19K - $19.3K
|
49.5K
$2.42M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
377New |
$18.7K - $19K
|
377
$18.4K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
319+ 0.52% |
$15.8K - $16.1K
|
61.9K
$3.03M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
222New |
$11K - $11.2K
|
222
$10.9K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
221New |
$11K - $11.1K
|
221
$10.8K
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
180+ 3.05% |
$8.92K - $9.08K
|
6.08K
$298K
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
171+ 3.44% |
$8.47K - $8.63K
|
5.14K
$251K
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
84New |
$4.16K - $4.24K
|
84
$4.11K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
33+ 0.74% |
$1.64K - $1.66K
|
4.47K
$219K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.33M+ 4.74% |
$67.2M - $68.1M
|
29.5M
$1.44B
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
106K+ 52.37% |
$5.35M - $5.42M
|
309K
$15.1M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
68.9KNew |
$3.47M - $3.52M
|
68.9K
$3.37M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.3K+ 44.48% |
$2.74M - $2.77M
|
176K
$8.63M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
40.5KNew |
$2.04M - $2.07M
|
40.5K
$1.98M
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
24.9KNew |
$1.26M - $1.27M
|
24.9K
$1.22M
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.22M - $1.23M
|
24.1K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15.7KNew |
$792K - $803K
|
15.7K
$769K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
15.5KNew |
$782K - $793K
|
15.5K
$759K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14.1K+ 19.85% |
$712K - $722K
|
85.4K
$4.18M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 2.71% |
$582K - $590K
|
438K
$21.4M
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.15K+ 7.22% |
$360K - $365K
|
106K
$5.19M
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.94KNew |
$299K - $304K
|
5.94K
$291K
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
5.04KNew |
$254K - $257K
|
5.04K
$247K
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.9KNew |
$247K - $250K
|
4.9K
$240K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.35KNew |
$219K - $222K
|
4.35K
$213K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.99KNew |
$201K - $204K
|
3.99K
$195K
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.86K+ 36.48% |
$194K - $197K
|
14.4K
$705K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.75KNew |
$87.9K - $89.1K
|
1.75K
$85.3K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
676New |
$34K - $34.5K
|
676
$33.1K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.42M
|