Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-730- 14.52% |
$36K - $37.2K
|
4.3K
$214K
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 50.0% |
$31.6K - $32.7K
|
641
$31.9K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-585- 9.29% |
$28.9K - $29.8K
|
5.71K
$284K
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-466- 4.24% |
$23K - $23.8K
|
10.5K
$524K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-128K- 71.64% |
$6.09M - $6.42M
|
50.8K
$2.53M
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-124K- 61.81% |
$5.9M - $6.22M
|
76.8K
$3.82M
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-120KClosed |
$5.71M - $6.02M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-45.4K- 76.82% |
$2.16M - $2.27M
|
13.7K
$682K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-32.1K- 69.45% |
$1.53M - $1.61M
|
14.1K
$704K
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-19.6KClosed |
$931K - $981K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-16.2K- 62.51% |
$771K - $813K
|
9.74K
$485K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9.53K- 50.42% |
$453K - $477K
|
9.37K
$466K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-6.18K- 23.64% |
$293K - $309K
|
20K
$993K
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-5.87K- 54.87% |
$279K - $294K
|
4.83K
$240K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.66K- 87.07% |
$269K - $283K
|
840
$41.8K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.57K- 0.82% |
$264K - $279K
|
675K
$33.6M
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.9K- 48.04% |
$233K - $245K
|
5.3K
$264K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4.85K- 19.68% |
$230K - $243K
|
19.8K
$984K
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.78K- 12.24% |
$132K - $139K
|
20K
$994K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.57K- 14.91% |
$74.5K - $78.5K
|
8.96K
$446K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 16.68% |
$55.8K - $58.8K
|
5.87K
$292K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-875- 18.52% |
$41.6K - $43.8K
|
3.85K
$192K
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-125- 54.59% |
$5.94K - $6.26K
|
104
$5.18K
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-94- 0.45% |
$4.47K - $4.71K
|
20.8K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 0.19% |
$950 - $1K
|
10.7K
$532K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-335K- 16.28% |
$16.1M - $17.2M
|
1.72M
$85.9M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-59K- 76.2% |
$2.84M - $3.02M
|
18.4K
$916K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-46.1K- 26.44% |
$2.22M - $2.36M
|
128K
$6.39M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-42.5K- 44.38% |
$2.04M - $2.17M
|
53.3K
$2.65M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21K- 7.19% |
$1.01M - $1.07M
|
271K
$13.5M
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-18K- 44.34% |
$866K - $920K
|
22.6K
$1.12M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 71.35% |
$825K - $877K
|
6.89K
$343K
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-7.98K- 44.08% |
$384K - $408K
|
10.1K
$504K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.21K- 66.15% |
$299K - $318K
|
3.18K
$158K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.99K- 7.03% |
$240K - $255K
|
66K
$3.29M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.3KClosed |
$207K - $220K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.29K- 51.73% |
$206K - $219K
|
4K
$199K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.52K- 43.65% |
$170K - $180K
|
4.55K
$226K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.85K- 29.31% |
$137K - $145K
|
6.86K
$341K
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.05K- 29.38% |
$98.8K - $105K
|
4.94K
$246K
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2K- 26.67% |
$96.2K - $102K
|
5.5K
$274K
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.8K- 10.89% |
$86.6K - $92.1K
|
14.7K
$733K
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.31KClosed |
$63.2K - $67.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.06K- 1.22% |
$50.8K - $54K
|
85.8K
$4.27M
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-1K- 24.4% |
$48.1K - $51.1K
|
3.1K
$154K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-647- 7.21% |
$31.1K - $33.1K
|
8.33K
$415K
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-432- 4.41% |
$20.8K - $22.1K
|
9.35K
$466K
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-167- 3.47% |
$8.03K - $8.54K
|
4.65K
$231K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-15- 68.18% |
$722 - $767
|
7
$348
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-180K- 80.42% |
$8.86M - $9.29M
|
43.9K
$2.19M
|