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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
8.69KNew |
$430K - $444K
|
8.69K
$425K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.15KNew |
$354K - $365K
|
7.15K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.87KNew |
$291K - $300K
|
5.87K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.7KNew |
$282K - $291K
|
5.7K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.82K+ 23.57% |
$238K - $246K
|
25.2K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.76KNew |
$235K - $243K
|
4.76K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$99K - $102K
|
2K
$97.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$59.5K - $61.4K
|
1.2K
$58.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.08K+ 4.95% |
$53.4K - $55.1K
|
22.9K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
459+ 13.7% |
$22.7K - $23.4K
|
3.81K
$186K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
270New |
$13.4K - $13.8K
|
270
$13.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
241New |
$11.9K - $12.3K
|
241
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
221New |
$10.9K - $11.3K
|
221
$10.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
151New |
$7.47K - $7.71K
|
151
$7.39K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
120+ 0.77% |
$5.94K - $6.13K
|
15.7K
$769K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
32New |
$1.58K - $1.63K
|
32
$1.57K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
552KNew |
$27.2M - $28.1M
|
552K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
505K+ 737.97% |
$24.9M - $25.8M
|
573K
$28M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
61KNew |
$3.01M - $3.11M
|
61K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
33.4KNew |
$1.65M - $1.7M
|
33.4K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.6KNew |
$870K - $900K
|
17.6K
$863K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.5KNew |
$813K - $841K
|
16.5K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.8KNew |
$730K - $755K
|
14.8K
$724K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.75KNew |
$382K - $395K
|
7.75K
$379K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
7.68KNew |
$379K - $392K
|
7.68K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.36KNew |
$264K - $273K
|
5.36K
$262K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.15KNew |
$254K - $262K
|
5.15K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.7K+ 9.4% |
$232K - $240K
|
54.6K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.67KNew |
$231K - $238K
|
4.67K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.6K+ 49.47% |
$227K - $235K
|
13.9K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.48KNew |
$221K - $228K
|
4.48K
$219K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.09KNew |
$202K - $209K
|
4.09K
$200K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3K+ 117.65% |
$148K - $153K
|
5.55K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.03KNew |
$100K - $104K
|
2.03K
$99.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.56K+ 24.49% |
$77.1K - $79.8K
|
7.95K
$389K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.52K+ 1.63% |
$75K - $77.6K
|
94.7K
$4.63M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.09K+ 26.84% |
$53.9K - $55.8K
|
5.17K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
875New |
$43.2K - $44.6K
|
875
$42.8K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
400New |
$19.7K - $20.4K
|
400
$19.6K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$19.2K - $19.9K
|
390
$19.1K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
323+ 1.7% |
$15.9K - $16.5K
|
19.3K
$944K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
261New |
$12.9K - $13.3K
|
261
$12.8K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
211New |
$10.4K - $10.8K
|
211
$10.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56New |
$2.76K - $2.86K
|
56
$2.74K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
46+ 0.71% |
$2.27K - $2.35K
|
6.55K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
28New |
$1.38K - $1.43K
|
28
$1.37K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2New |
$98.6 - $102
|
2
$97.8
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
261KNew |
$12.4M - $13.1M
|
261K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
192KNew |
$9.12M - $9.61M
|
192K
$9.39M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
174KNew |
$8.26M - $8.71M
|
174K
$8.51M
|
|