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 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.67KNew |
$79.3K - $85.6K
|
1.67K
$81.9K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.62K+ 1819.1% |
$76.7K - $82.8K
|
1.71K
$83.5K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.19K+ 11.32% |
$56.3K - $60.8K
|
11.7K
$571K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
896New |
$42.4K - $45.8K
|
896
$43.8K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
317New |
$15K - $16.2K
|
317
$15.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$12.6K - $13.6K
|
265
$13K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
142+ 1.97% |
$6.73K - $7.26K
|
7.36K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
134New |
$6.35K - $6.85K
|
134
$6.55K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
119New |
$5.64K - $6.09K
|
119
$5.82K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
105New |
$4.97K - $5.37K
|
105
$5.14K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
53+ 0.76% |
$2.51K - $2.71K
|
7.02K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
36New |
$1.7K - $1.84K
|
36
$1.76K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33+ 0.32% |
$1.56K - $1.69K
|
10.5K
$514K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
173KNew |
$8.31M - $8.74M
|
173K
$8.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
74.5KNew |
$3.58M - $3.76M
|
74.5K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
70.7K+ 34.13% |
$3.4M - $3.57M
|
278K
$13.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
35K+ 469.47% |
$1.68M - $1.77M
|
42.4K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29.9KNew |
$1.44M - $1.51M
|
29.9K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.3K+ 505.35% |
$1.17M - $1.23M
|
29.1K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
14.7K+ 3.97% |
$705K - $741K
|
384K
$18.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9.6KNew |
$461K - $485K
|
9.6K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.67KNew |
$416K - $438K
|
8.67K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.95K+ 25.35% |
$334K - $351K
|
34.4K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.65KNew |
$319K - $336K
|
6.65K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.38KNew |
$306K - $322K
|
6.38K
$312K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$297K - $312K
|
6.19K
$303K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.12KNew |
$294K - $309K
|
6.12K
$299K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.69KNew |
$273K - $287K
|
5.69K
$278K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
5.36KNew |
$257K - $271K
|
5.36K
$262K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$248K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$248K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.55KNew |
$219K - $230K
|
4.55K
$223K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.55KNew |
$218K - $230K
|
4.55K
$222K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.25KNew |
$108K - $114K
|
2.25K
$110K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2K+ 11.5% |
$96.1K - $101K
|
19.4K
$948K
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
1.17K+ 1.04% |
$56.3K - $59.2K
|
113K
$5.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
666New |
$32K - $33.6K
|
666
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
196+ 1.56% |
$9.41K - $9.9K
|
12.7K
$623K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69New |
$3.31K - $3.48K
|
69
$3.37K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
66+ 0.71% |
$3.17K - $3.33K
|
9.31K
$455K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
50+ 0.18% |
$2.4K - $2.53K
|
28.3K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.66K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
23+ 0.37% |
$1.1K - $1.16K
|
6.26K
$306K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
408K+ 7.24% |
$20.2M - $20.8M
|
6.05M
$296M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.9K+ 15.84% |
$1.18M - $1.22M
|
175K
$8.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.4KNew |
$661K - $682K
|
13.4K
$654K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.8K+ 13.93% |
$533K - $550K
|
88.2K
$4.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.52KNew |
$471K - $486K
|
9.52K
$465K
|
|