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 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
167KNew |
$7.95M - $8.38M
|
167K
$8.19M
|
|
|
May 05, 2025
Q4 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
110K+ 135.32% |
$5.22M - $5.5M
|
191K
$9.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
80.6KNew |
$3.83M - $4.03M
|
80.6K
$3.94M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
75.8K+ 267.68% |
$3.6M - $3.79M
|
104K
$5.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
64.7K+ 263.31% |
$3.07M - $3.24M
|
89.3K
$4.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
43.6KNew |
$2.07M - $2.18M
|
43.6K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
38.1KNew |
$1.81M - $1.91M
|
38.1K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25.2KNew |
$1.2M - $1.26M
|
25.2K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
21.9K+ 9.43% |
$1.04M - $1.1M
|
255K
$12.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.5KNew |
$1.02M - $1.08M
|
21.5K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
20.4KNew |
$968K - $1.02M
|
20.4K
$997K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$856K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$831K - $876K
|
17.5K
$856K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
14.6KNew |
$695K - $732K
|
14.6K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
14KNew |
$666K - $702K
|
14K
$686K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6KNew |
$553K - $582K
|
11.6K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.2KNew |
$532K - $561K
|
11.2K
$548K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.82KNew |
$419K - $442K
|
8.82K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.38KNew |
$303K - $319K
|
6.38K
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
5.99KNew |
$285K - $300K
|
5.99K
$293K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.81KNew |
$229K - $241K
|
4.81K
$235K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.69KNew |
$223K - $235K
|
4.69K
$229K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.26K+ 52.46% |
$202K - $213K
|
12.4K
$605K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.2KNew |
$200K - $210K
|
4.2K
$205K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.18K+ 3.47% |
$103K - $109K
|
64.8K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$49.2K - $51.8K
|
1.04K
$50.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
961New |
$45.6K - $48.1K
|
961
$47K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
521New |
$24.7K - $26.1K
|
521
$25.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
373New |
$17.7K - $18.7K
|
373
$18.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
318+ 4.66% |
$15.1K - $15.9K
|
7.14K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
248New |
$11.8K - $12.4K
|
248
$12.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
212+ 130.06% |
$10.1K - $10.6K
|
375
$18.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
163New |
$7.74K - $8.16K
|
163
$7.97K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85New |
$4.04K - $4.26K
|
85
$4.16K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
69+ 0.84% |
$3.28K - $3.45K
|
8.3K
$406K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
551K+ 33.15% |
$26.5M - $28.2M
|
2.21M
$108M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
482K+ 54.7% |
$23.2M - $24.6M
|
1.36M
$66.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
315K+ 61.7% |
$15.2M - $16.1M
|
826K
$40.4M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
199KNew |
$9.58M - $10.2M
|
199K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
40.5KNew |
$1.95M - $2.07M
|
40.5K
$1.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
36.4K+ 196.49% |
$1.75M - $1.86M
|
54.9K
$2.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
35.8KNew |
$1.72M - $1.83M
|
35.8K
$1.75M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.3K+ 220.02% |
$737K - $783K
|
22.3K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$598K - $636K
|
243K
$11.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.55KNew |
$460K - $489K
|
9.55K
$467K
|
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
8.94KNew |
$430K - $457K
|
8.94K
$437K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
8.12K+ 89.72% |
$391K - $415K
|
17.2K
$840K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.54KNew |
$363K - $386K
|
7.54K
$369K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
6.43KNew |
$309K - $329K
|
6.43K
$314K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.88KNew |
$283K - $301K
|
5.88K
$288K
|
|