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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
5.36KNew |
$257K - $271K
|
5.36K
$268K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$253K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
5.07KNew |
$244K - $256K
|
5.07K
$253K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.55KNew |
$219K - $230K
|
4.55K
$228K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.55KNew |
$218K - $230K
|
4.55K
$227K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.25KNew |
$108K - $114K
|
2.25K
$112K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2K+ 11.5% |
$96.1K - $101K
|
19.4K
$969K
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
1.17K+ 1.04% |
$56.3K - $59.2K
|
113K
$5.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
666New |
$32K - $33.6K
|
666
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
196+ 1.56% |
$9.41K - $9.9K
|
12.7K
$637K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
69New |
$3.31K - $3.48K
|
69
$3.45K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
66+ 0.71% |
$3.17K - $3.33K
|
9.31K
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
50+ 0.18% |
$2.4K - $2.53K
|
28.3K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
34New |
$1.63K - $1.72K
|
34
$1.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
23+ 0.37% |
$1.1K - $1.16K
|
6.26K
$313K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
408K+ 7.24% |
$20.2M - $20.8M
|
6.05M
$302M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.9K+ 15.84% |
$1.18M - $1.22M
|
175K
$8.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.4KNew |
$661K - $682K
|
13.4K
$668K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.8K+ 13.93% |
$533K - $550K
|
88.2K
$4.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.52KNew |
$471K - $486K
|
9.52K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
8.69KNew |
$430K - $444K
|
8.69K
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.15KNew |
$354K - $365K
|
7.15K
$357K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.7KNew |
$282K - $291K
|
5.7K
$285K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.82K+ 23.57% |
$238K - $246K
|
25.2K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.76KNew |
$235K - $243K
|
4.76K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$99K - $102K
|
2K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$59.5K - $61.4K
|
1.2K
$60.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.08K+ 4.95% |
$53.4K - $55.1K
|
22.9K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
459+ 13.7% |
$22.7K - $23.4K
|
3.81K
$190K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
270New |
$13.4K - $13.8K
|
270
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
241New |
$11.9K - $12.3K
|
241
$12K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
221New |
$10.9K - $11.3K
|
221
$11K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
151New |
$7.47K - $7.71K
|
151
$7.55K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120+ 0.77% |
$5.94K - $6.13K
|
15.7K
$786K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
32New |
$1.58K - $1.63K
|
32
$1.6K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
552KNew |
$27.2M - $28.1M
|
552K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
505K+ 737.97% |
$24.9M - $25.8M
|
573K
$28.7M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
61KNew |
$3.01M - $3.11M
|
61K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.4KNew |
$1.65M - $1.7M
|
33.4K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.6KNew |
$870K - $900K
|
17.6K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.8KNew |
$730K - $755K
|
14.8K
$740K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.75KNew |
$382K - $395K
|
7.75K
$387K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
7.68KNew |
$379K - $392K
|
7.68K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.36KNew |
$264K - $273K
|
5.36K
$268K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.15KNew |
$254K - $262K
|
5.15K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.7K+ 9.4% |
$232K - $240K
|
54.6K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.67KNew |
$231K - $238K
|
4.67K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6K+ 49.47% |
$227K - $235K
|
13.9K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.48KNew |
$221K - $228K
|
4.48K
$224K
|
|