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 |
---|---|---|---|---|---|---|---|
Nov 16, 2020
Q3 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.06KClosed |
$220K - $224K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-930Closed |
$50.3K - $51.2K
|
0
$0
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-533- 3.6% |
$28.8K - $29.3K
|
14.3K
$716K
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-45Closed |
$2.43K - $2.48K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-703KClosed |
$36.3M - $38.1M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-44.3KClosed |
$2.29M - $2.4M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-20.4KClosed |
$1.05M - $1.11M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-18.8KClosed |
$970K - $1.02M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-16.4KClosed |
$846K - $887K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-11KClosed |
$567K - $595K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
F3 Logic, LLC
|
SELL
|
- |
-5.45KClosed |
$281K - $295K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.8KClosed |
$196K - $206K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2KClosed |
$103K - $108K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.57KClosed |
$81.2K - $85.1K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1KClosed |
$51.6K - $54.1K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-646- 11.92% |
$33.4K - $35K
|
4.77K
$239K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-198Closed |
$10.2K - $10.7K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-65Closed |
$3.36K - $3.52K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-1Closed |
$51.6 - $54.1
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-62.7KClosed |
$2.87M - $3.46M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.3KClosed |
$930K - $1.12M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-15.4KClosed |
$706K - $851K
|
0
$0
|
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-11.5KClosed |
$527K - $635K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.02KClosed |
$321K - $387K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.36KClosed |
$246K - $296K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
SELL
|
- |
-3.8KClosed |
$174K - $210K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-980Closed |
$44.9K - $54.1K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-827Closed |
$37.9K - $45.6K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-837KClosed |
$44.5M - $45.1M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20KClosed |
$1.06M - $1.08M
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.48KClosed |
$238K - $241K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.89KClosed |
$101K - $102K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.59KClosed |
$84.3K - $85.4K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-573Closed |
$30.5K - $30.9K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-107Closed |
$5.69K - $5.76K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
SELL
|
- |
-71Closed |
$3.78K - $3.82K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-30KClosed |
$1.59M - $1.61M
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.37KClosed |
$499K - $504K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.81KClosed |
$469K - $473K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 21, 2019
Q2 2019
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.01KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-616Closed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-500- 9.48% |
N/A
|
4.78K
$239K
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-7.23KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.53KClosed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-270Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-45.6KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.68KClosed |
N/A
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|