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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.38K+ 9.92% |
$166K - $171K
|
37.5K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.38K+ 1.83% |
$166K - $171K
|
188K
$9.17M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.28KNew |
$162K - $166K
|
3.28K
$161K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.25K+ 3.02% |
$160K - $165K
|
111K
$5.42M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.17K+ 6.98% |
$156K - $160K
|
48.5K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.12K+ 7.81% |
$154K - $158K
|
43.1K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.01K+ 23.75% |
$148K - $152K
|
15.7K
$766K
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
3K+ 30.0% |
$148K - $152K
|
13K
$636K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.99KNew |
$147K - $152K
|
2.99K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.96K+ 2.71% |
$146K - $150K
|
112K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.94K+ 3.51% |
$145K - $149K
|
86.6K
$4.24M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.88K+ 6.58% |
$142K - $146K
|
46.6K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.83KNew |
$139K - $143K
|
2.83K
$138K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.78K+ 12.73% |
$137K - $141K
|
24.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.66K+ 12.43% |
$131K - $135K
|
24.1K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.53KNew |
$125K - $128K
|
2.53K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.49K+ 0.15% |
$123K - $126K
|
1.68M
$82.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.47K+ 20.05% |
$122K - $125K
|
14.8K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.4K+ 7.56% |
$118K - $121K
|
34.1K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.4K+ 36.9% |
$118K - $121K
|
8.89K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.39K+ 14.32% |
$118K - $121K
|
19.1K
$935K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.36K+ 15.32% |
$116K - $120K
|
17.8K
$869K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.36K+ 1.4% |
$116K - $119K
|
170K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.34K+ 1.31% |
$115K - $119K
|
181K
$8.84M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.33KNew |
$115K - $118K
|
2.33K
$114K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.32K+ 0.37% |
$114K - $118K
|
624K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.32K+ 2.79% |
$114K - $118K
|
85.6K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.32K+ 53.73% |
$114K - $117K
|
6.64K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.32K+ 22.89% |
$114K - $117K
|
12.4K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.28K+ 5.93% |
$112K - $116K
|
40.7K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 7.29% |
$110K - $113K
|
32.9K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.22K+ 250.73% |
$110K - $113K
|
3.11K
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.22K+ 48.33% |
$109K - $112K
|
6.8K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 2.92% |
$109K - $112K
|
77.8K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.2K+ 27.21% |
$108K - $112K
|
10.3K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 51.59% |
$107K - $110K
|
6.38K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 14.68% |
$103K - $106K
|
16.4K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.1K+ 4.44% |
$103K - $106K
|
49.4K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
2.09K+ 11.31% |
$103K - $106K
|
20.6K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2.08K+ 8.96% |
$103K - $106K
|
25.3K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 10.16% |
$102K - $105K
|
22.6K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.07K+ 2.79% |
$102K - $105K
|
76.1K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
2.06K+ 2.85% |
$101K - $104K
|
74.2K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.05K+ 1.01% |
$101K - $104K
|
206K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.04K+ 4.48% |
$100K - $103K
|
47.6K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.02K+ 12.47% |
$99.6K - $102K
|
18.2K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.02KNew |
$99.5K - $102K
|
2.02K
$98.8K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$98.5K - $101K
|
2K
$97.8K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.96K+ 1.31% |
$96.6K - $99.4K
|
152K
$7.44M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.96K+ 44.29% |
$96.4K - $99.2K
|
6.38K
$312K
|