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 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.25K+ 0.97% |
$307K - $322K
|
649K
$32.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.64KNew |
$277K - $290K
|
5.64K
$285K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.27KNew |
$259K - $271K
|
5.27K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.81KNew |
$236K - $248K
|
4.81K
$243K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.75K+ 1348.86% |
$233K - $245K
|
5.1K
$258K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
4.46KNew |
$219K - $230K
|
4.46K
$225K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.2KNew |
$206K - $216K
|
4.2K
$212K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$201K - $210K
|
4.09K
$207K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$147K - $155K
|
3K
$152K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.53KNew |
$75K - $78.7K
|
1.53K
$77.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
508+ 3.26% |
$25K - $26.2K
|
16.1K
$815K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
436New |
$21.4K - $22.5K
|
436
$22.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
142New |
$6.98K - $7.31K
|
142
$7.19K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$5.4K - $5.67K
|
110
$5.57K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
58+ 0.43% |
$2.85K - $2.99K
|
13.5K
$685K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
138KNew |
$7.11M - $7.59M
|
138K
$6.99M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.8K+ 4111.05% |
$1.22M - $1.31M
|
24.4K
$1.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
23.5KNew |
$1.21M - $1.29M
|
23.5K
$1.19M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
19.4KNew |
$998K - $1.06M
|
19.4K
$981K
|
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
9.39KNew |
$483K - $515K
|
9.39K
$475K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.95KNew |
$460K - $491K
|
8.95K
$453K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.47KNew |
$230K - $246K
|
4.47K
$226K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.45K+ 98.0% |
$126K - $134K
|
4.95K
$250K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.88K+ 31.33% |
$96.7K - $103K
|
7.88K
$399K
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.1KNew |
$56.6K - $60.4K
|
1.1K
$55.7K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10KNew |
$545K - $550K
|
10K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.57KNew |
$412K - $416K
|
7.57K
$383K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$261K - $263K
|
4.79K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.17KNew |
$227K - $229K
|
4.17K
$211K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.32KNew |
$72K - $72.7K
|
1.32K
$66.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
392+ 6533.33% |
$21.4K - $21.6K
|
398
$20.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
259New |
$14.1K - $14.3K
|
259
$13.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.86KNew |
$102K - $103K
|
1.86K
$94.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
900+ 0.85% |
$49.3K - $50K
|
106K
$5.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
575+ 31.94% |
$31.5K - $32K
|
2.38K
$120K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
163+ 56.21% |
$8.93K - $9.06K
|
453
$22.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
28.4KNew |
$1.55M - $1.57M
|
28.4K
$1.44M
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
917+ 5.77% |
$50K - $50.9K
|
16.8K
$851K
|
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
61New |
$3.33K - $3.38K
|
61
$3.09K
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$600 - $610
|
11
$557
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.07KNew |
$330K - $337K
|
6.07K
$307K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
28.8KNew |
$1.56M - $1.59M
|
28.8K
$1.46M
|
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.94KNew |
$267K - $273K
|
4.94K
$250K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
$78.1K - $79.7K
|
1.44K
$73.1K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
941New |
$50.9K - $51.9K
|
941
$47.6K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$27K - $27.6K
|
500
$25.3K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
22.9KNew |
$1.24M - $1.26M
|
22.9K
$1.16M
|
|
|
Oct 16, 2020
Q3 2020
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
9.6KNew |
$519K - $528K
|
9.6K
$486K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10.3KNew |
$534K - $559K
|
10.3K
$523K
|
|
| Q4 2019 | |||||||
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.56KNew |
$136K - $138K
|
2.56K
$129K
|
|