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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11KNew |
$554K - $562K
|
11K
$552K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 51.35% |
$478K - $485K
|
28K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.3KNew |
$468K - $475K
|
9.3K
$467K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7.15K+ 7.22% |
$360K - $365K
|
106K
$5.33M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.94KNew |
$299K - $304K
|
5.94K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
5.04KNew |
$254K - $257K
|
5.04K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.9KNew |
$247K - $250K
|
4.9K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.35KNew |
$219K - $222K
|
4.35K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.99KNew |
$201K - $204K
|
3.99K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.86K+ 36.48% |
$194K - $197K
|
14.4K
$724K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.97K+ 10.56% |
$99.2K - $101K
|
20.6K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.75KNew |
$87.9K - $89.1K
|
1.75K
$87.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
676New |
$34K - $34.5K
|
676
$33.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 0.43% |
$19.5K - $19.8K
|
90.3K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
235+ 2.68% |
$11.8K - $12K
|
9.01K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
228+ 0.63% |
$11.5K - $11.6K
|
36.3K
$1.82M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 1.95% |
$10.1K - $10.2K
|
10.5K
$524K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 46.82% |
$7.4K - $7.51K
|
461
$23.1K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
100+ 1.6% |
$5.04K - $5.11K
|
6.34K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52+ 346.67% |
$2.62K - $2.66K
|
67
$3.36K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
42+ 0.52% |
$2.12K - $2.14K
|
8.09K
$406K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
39+ 4.14% |
$1.96K - $1.99K
|
982
$49.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.52% |
$1.41K - $1.43K
|
5.41K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.05% |
$604 - $613
|
23.2K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.26% |
$554 - $562
|
4.24K
$213K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 4.35% |
$101 - $102
|
48
$2.41K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
436KNew |
$20.6M - $22.3M
|
436K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
152K+ 10.67% |
$7.19M - $7.77M
|
1.58M
$79.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
150KNew |
$7.12M - $7.69M
|
150K
$7.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
92.4KNew |
$4.38M - $4.73M
|
92.4K
$4.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
73KNew |
$3.46M - $3.73M
|
73K
$3.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
53.1K+ 96.7% |
$2.52M - $2.72M
|
108K
$5.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
43.4KNew |
$2.05M - $2.22M
|
43.4K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
37.4KNew |
$1.77M - $1.91M
|
37.4K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
35.3K+ 2.6% |
$1.67M - $1.81M
|
1.39M
$69.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.6KNew |
$1.59M - $1.72M
|
33.6K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26.1KNew |
$1.23M - $1.33M
|
26.1K
$1.31M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
18.5KNew |
$876K - $946K
|
18.5K
$928K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
18.1K+ 313.99% |
$859K - $928K
|
23.9K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.5K+ 50.97% |
$591K - $638K
|
37K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12KNew |
$567K - $612K
|
12K
$601K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11.3K+ 27.43% |
$534K - $577K
|
52.4K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$528K - $570K
|
11.2K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$524K - $566K
|
11.1K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.4KNew |
$398K - $430K
|
8.4K
$422K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.36KNew |
$396K - $427K
|
8.36K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.23KNew |
$390K - $421K
|
8.23K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.16KNew |
$386K - $417K
|
8.16K
$409K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
7.95KNew |
$376K - $406K
|
7.95K
$399K
|
|