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 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.16KNew |
$386K - $417K
|
8.16K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
7.95KNew |
$376K - $406K
|
7.95K
$397K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$369K - $398K
|
7.79K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
7.7KNew |
$364K - $394K
|
7.7K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.12KNew |
$337K - $364K
|
7.12K
$356K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
7.06KNew |
$334K - $361K
|
7.06K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.86KNew |
$325K - $351K
|
6.86K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.82KNew |
$323K - $349K
|
6.82K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.01KNew |
$284K - $307K
|
6.01K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.5KNew |
$213K - $230K
|
4.5K
$225K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.42KNew |
$210K - $226K
|
4.42K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.38KNew |
$207K - $224K
|
4.38K
$219K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
4.24KNew |
$201K - $217K
|
4.24K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.21KNew |
$200K - $215K
|
4.21K
$211K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4KNew |
$189K - $205K
|
4K
$200K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$159K - $171K
|
3.35K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$151K - $163K
|
3.18K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.75K+ 38.82% |
$130K - $141K
|
9.83K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.7K+ 42.22% |
$128K - $138K
|
9.09K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
2.35KNew |
$111K - $120K
|
2.35K
$117K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.33K+ 28.41% |
$110K - $119K
|
10.5K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 13.24% |
$94.4K - $102K
|
17.1K
$853K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.7KNew |
$80.5K - $86.9K
|
1.7K
$85K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.67KNew |
$79.3K - $85.6K
|
1.67K
$83.7K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.19K+ 11.32% |
$56.3K - $60.8K
|
11.7K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
896New |
$42.4K - $45.8K
|
896
$44.8K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
317New |
$15K - $16.2K
|
317
$15.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$12.6K - $13.6K
|
265
$13.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
142+ 1.97% |
$6.73K - $7.26K
|
7.36K
$368K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
134New |
$6.35K - $6.85K
|
134
$6.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
119New |
$5.64K - $6.09K
|
119
$5.95K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$4.97K - $5.37K
|
105
$5.25K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 0.76% |
$2.51K - $2.71K
|
7.02K
$351K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
36New |
$1.7K - $1.84K
|
36
$1.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33+ 0.32% |
$1.56K - $1.69K
|
10.5K
$525K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
173KNew |
$8.31M - $8.74M
|
173K
$8.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
74.5KNew |
$3.58M - $3.76M
|
74.5K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
70.7K+ 34.13% |
$3.4M - $3.57M
|
278K
$13.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
35K+ 469.47% |
$1.68M - $1.77M
|
42.4K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29.9KNew |
$1.44M - $1.51M
|
29.9K
$1.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.3K+ 505.35% |
$1.17M - $1.23M
|
29.1K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
14.7K+ 3.97% |
$705K - $741K
|
384K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9.6KNew |
$461K - $485K
|
9.6K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.67KNew |
$416K - $438K
|
8.67K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.65KNew |
$319K - $336K
|
6.65K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$297K - $312K
|
6.19K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.12KNew |
$294K - $309K
|
6.12K
$306K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.69KNew |
$273K - $287K
|
5.69K
$284K
|
|