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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.9KNew |
$236K - $251K
|
4.9K
$240K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.71KNew |
$226K - $241K
|
4.71K
$230K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.63KNew |
$223K - $237K
|
4.63K
$226K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.44KNew |
$214K - $227K
|
4.44K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.22KNew |
$203K - $216K
|
4.22K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.26K+ 30.66% |
$60.6K - $64.4K
|
5.37K
$262K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.23K+ 19.59% |
$59.1K - $62.9K
|
7.5K
$367K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
939New |
$45.2K - $48K
|
939
$45.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
900New |
$43.3K - $46K
|
900
$44K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
810New |
$39K - $41.4K
|
810
$39.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
581New |
$28K - $29.7K
|
581
$28.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
361+ 3.43% |
$17.4K - $18.5K
|
10.9K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
151+ 0.52% |
$7.26K - $7.72K
|
29.1K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
80+ 1.89% |
$3.85K - $4.09K
|
4.32K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.29% |
$818 - $869
|
5.84K
$286K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.51% |
$337 - $358
|
1.39K
$68.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
115KNew |
$5.66M - $5.93M
|
115K
$5.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
26.4KNew |
$1.3M - $1.36M
|
26.4K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.25K+ 0.97% |
$307K - $322K
|
649K
$31.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.64KNew |
$277K - $290K
|
5.64K
$276K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.81KNew |
$236K - $248K
|
4.81K
$235K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.75K+ 1348.86% |
$233K - $245K
|
5.1K
$249K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
4.46KNew |
$219K - $230K
|
4.46K
$218K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.2KNew |
$206K - $216K
|
4.2K
$205K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09KNew |
$201K - $210K
|
4.09K
$200K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$147K - $155K
|
3K
$147K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.53KNew |
$75K - $78.7K
|
1.53K
$74.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
508+ 3.26% |
$25K - $26.2K
|
16.1K
$788K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
436New |
$21.4K - $22.5K
|
436
$21.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
142New |
$6.98K - $7.31K
|
142
$6.95K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$5.4K - $5.67K
|
110
$5.38K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
138KNew |
$7.11M - $7.59M
|
138K
$6.76M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
23.8K+ 4111.05% |
$1.22M - $1.31M
|
24.4K
$1.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
23.5KNew |
$1.21M - $1.29M
|
23.5K
$1.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
19.4KNew |
$998K - $1.06M
|
19.4K
$949K
|
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
9.39KNew |
$483K - $515K
|
9.39K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.95KNew |
$460K - $491K
|
8.95K
$438K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.47KNew |
$230K - $246K
|
4.47K
$219K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.45K+ 98.0% |
$126K - $134K
|
4.95K
$242K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.88K+ 31.33% |
$96.7K - $103K
|
7.88K
$385K
|
|
|
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.1KNew |
$56.6K - $60.4K
|
1.1K
$53.8K
|
|
| Q4 2021 | |||||||
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24.7KNew |
$1.34M - $1.36M
|
24.7K
$1.21M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10KNew |
$545K - $550K
|
10K
$489K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.57KNew |
$412K - $416K
|
7.57K
$370K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$261K - $263K
|
4.79K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.17KNew |
$227K - $229K
|
4.17K
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.32KNew |
$72K - $72.7K
|
1.32K
$64.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
392+ 6533.33% |
$21.4K - $21.6K
|
398
$19.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
259New |
$14.1K - $14.3K
|
259
$12.7K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.86KNew |
$102K - $103K
|
1.86K
$90.9K
|
|