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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.9K+ 19.32% |
$1M - $1.04M
|
129K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.8KNew |
$953K - $987K
|
19.8K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
19.6K+ 11.48% |
$942K - $975K
|
190K
$9.23M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
19.5K+ 24.25% |
$936K - $970K
|
99.7K
$4.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
19.4K+ 28.79% |
$936K - $969K
|
87K
$4.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18.6K+ 10.46% |
$895K - $927K
|
196K
$9.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
18.4KNew |
$887K - $919K
|
18.4K
$896K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18.1K+ 227.75% |
$870K - $901K
|
26K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
17.8K+ 20.79% |
$856K - $887K
|
103K
$5.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
17.8K+ 20.96% |
$856K - $886K
|
103K
$4.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
16.4K+ 5.28% |
$791K - $819K
|
327K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.3KNew |
$783K - $811K
|
16.3K
$791K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
BUY
|
- |
15.5K+ 4.86% |
$744K - $771K
|
334K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
14.4K+ 21.4% |
$691K - $716K
|
81.5K
$3.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
13.9KNew |
$667K - $690K
|
13.9K
$673K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13.8K+ 30.38% |
$663K - $687K
|
59.1K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
13.4K+ 19.86% |
$645K - $668K
|
80.9K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
13.4KNew |
$644K - $667K
|
13.4K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.3K+ 9.11% |
$593K - $615K
|
148K
$7.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.3K+ 9.99% |
$591K - $612K
|
135K
$6.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.2KNew |
$587K - $608K
|
12.2K
$593K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2K+ 8.57% |
$586K - $607K
|
154K
$7.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12K+ 22.13% |
$580K - $601K
|
66.5K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11.4K+ 16.54% |
$547K - $567K
|
80.1K
$3.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 46.09% |
$546K - $566K
|
36K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.8KNew |
$518K - $536K
|
10.8K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.4K+ 11.9% |
$500K - $518K
|
97.7K
$4.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.4K+ 60.54% |
$498K - $516K
|
27.5K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$484K - $502K
|
10.1K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.72K+ 11.75% |
$468K - $485K
|
92.4K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.43K+ 7.41% |
$454K - $470K
|
137K
$6.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.41K+ 8.59% |
$453K - $469K
|
119K
$5.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
9KNew |
$433K - $449K
|
9K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.45K+ 96.78% |
$407K - $421K
|
17.2K
$835K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
8.31K+ 7.21% |
$400K - $414K
|
124K
$6.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
8.07K+ 96.61% |
$388K - $402K
|
16.4K
$798K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
7.87KNew |
$379K - $392K
|
7.87K
$382K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.86K+ 7.47% |
$378K - $392K
|
113K
$5.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7.78K+ 40.83% |
$375K - $388K
|
26.8K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
7.76K+ 5.78% |
$374K - $387K
|
142K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.55K+ 51.79% |
$363K - $376K
|
22.1K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.25K+ 7.25% |
$349K - $361K
|
107K
$5.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.27K+ 6.13% |
$302K - $312K
|
109K
$5.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
6.2K+ 45.54% |
$298K - $309K
|
19.8K
$963K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.15K+ 1388.26% |
$296K - $307K
|
6.59K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.77KNew |
$278K - $288K
|
5.77K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.7KNew |
$274K - $284K
|
5.7K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5.68K+ 5.56% |
$273K - $283K
|
108K
$5.23M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.45K+ 32.61% |
$262K - $271K
|
22.1K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.39K+ 45.99% |
$260K - $269K
|
17.1K
$832K
|