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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.69KNew |
$223K - $235K
|
4.69K
$237K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.26K+ 52.46% |
$202K - $213K
|
12.4K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.2KNew |
$200K - $210K
|
4.2K
$213K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18K+ 3.47% |
$103K - $109K
|
64.8K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$49.2K - $51.8K
|
1.04K
$52.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
961New |
$45.6K - $48.1K
|
961
$48.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
521New |
$24.7K - $26.1K
|
521
$26.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
373New |
$17.7K - $18.7K
|
373
$18.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
318+ 4.66% |
$15.1K - $15.9K
|
7.14K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
248New |
$11.8K - $12.4K
|
248
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 130.06% |
$10.1K - $10.6K
|
375
$19K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163New |
$7.74K - $8.16K
|
163
$8.25K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85New |
$4.04K - $4.26K
|
85
$4.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
69+ 0.84% |
$3.28K - $3.45K
|
8.3K
$420K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
551K+ 33.15% |
$26.5M - $28.2M
|
2.21M
$112M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
482K+ 54.7% |
$23.2M - $24.6M
|
1.36M
$69M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
315K+ 61.7% |
$15.2M - $16.1M
|
826K
$41.8M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
199KNew |
$9.58M - $10.2M
|
199K
$10.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
49.1KNew |
$2.36M - $2.51M
|
49.1K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
40.5KNew |
$1.95M - $2.07M
|
40.5K
$2.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
36.4K+ 196.49% |
$1.75M - $1.86M
|
54.9K
$2.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
35.8KNew |
$1.72M - $1.83M
|
35.8K
$1.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.3K+ 220.02% |
$737K - $783K
|
22.3K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$598K - $636K
|
243K
$12.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.55KNew |
$460K - $489K
|
9.55K
$483K
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.94KNew |
$430K - $457K
|
8.94K
$452K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
8.12K+ 89.72% |
$391K - $415K
|
17.2K
$869K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.54KNew |
$363K - $386K
|
7.54K
$382K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
6.43KNew |
$309K - $329K
|
6.43K
$325K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.88KNew |
$283K - $301K
|
5.88K
$298K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.01KNew |
$241K - $256K
|
5.01K
$254K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.9KNew |
$236K - $251K
|
4.9K
$248K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.71KNew |
$226K - $241K
|
4.71K
$238K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.63KNew |
$223K - $237K
|
4.63K
$234K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.44KNew |
$214K - $227K
|
4.44K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.22KNew |
$203K - $216K
|
4.22K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 30.66% |
$60.6K - $64.4K
|
5.37K
$271K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.23K+ 19.59% |
$59.1K - $62.9K
|
7.5K
$380K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
939New |
$45.2K - $48K
|
939
$47.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
900New |
$43.3K - $46K
|
900
$45.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
810New |
$39K - $41.4K
|
810
$41K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
581New |
$28K - $29.7K
|
581
$29.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
361+ 3.43% |
$17.4K - $18.5K
|
10.9K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
151+ 0.52% |
$7.26K - $7.72K
|
29.1K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.89% |
$3.85K - $4.09K
|
4.32K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.29% |
$818 - $869
|
5.84K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.51% |
$337 - $358
|
1.39K
$70.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
115KNew |
$5.66M - $5.93M
|
115K
$5.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.4KNew |
$1.3M - $1.36M
|
26.4K
$1.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.5KNew |
$467K - $489K
|
9.5K
$481K
|
|