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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.06K- 30.69% |
$97.5K - $105K
|
4.65K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 11.09% |
$94.4K - $102K
|
16K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.5K- 9.22% |
$71K - $76.7K
|
14.8K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 22.72% |
$68.3K - $73.8K
|
4.91K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 10.51% |
$66.7K - $72.1K
|
12K
$607K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.25K- 1.35% |
$59.1K - $63.8K
|
91.2K
$4.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-995- 18.21% |
$47.1K - $50.9K
|
4.47K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-988- 18.47% |
$46.8K - $50.5K
|
4.36K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-765- 15.17% |
$36.2K - $39.1K
|
4.28K
$216K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-628- 63.89% |
$29.7K - $32.1K
|
355
$18K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-440- 4.93% |
$20.8K - $22.5K
|
8.49K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-273- 40.56% |
$12.9K - $14K
|
400
$20.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-77- 0.38% |
$3.65K - $3.94K
|
20.3K
$1.02M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-12K- 61.67% |
$575K - $604K
|
7.44K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.1K- 26.2% |
$532K - $559K
|
31.2K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11K- 6.89% |
$527K - $554K
|
148K
$7.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9.95K- 8.81% |
$478K - $503K
|
103K
$5.21M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8.99K- 64.47% |
$432K - $454K
|
4.95K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.98K- 36.84% |
$383K - $403K
|
13.7K
$692K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-7.51K- 1.79% |
$361K - $379K
|
412K
$20.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.89K- 2.32% |
$331K - $348K
|
290K
$14.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-6.3K- 65.74% |
$303K - $318K
|
3.28K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-5.94K- 52.06% |
$285K - $300K
|
5.47K
$277K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.67KClosed |
$272K - $286K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.76KClosed |
$181K - $190K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.5K- 35.78% |
$120K - $126K
|
4.48K
$227K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 15.44% |
$96.1K - $101K
|
11K
$554K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 91.96% |
$89K - $93.6K
|
162
$8.19K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.76K- 26.62% |
$84.7K - $89K
|
4.86K
$246K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-505- 8.72% |
$24.3K - $25.5K
|
5.28K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-212- 0.36% |
$10.2K - $10.7K
|
58.8K
$2.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-160- 1.33% |
$7.68K - $8.08K
|
11.8K
$599K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.6K- 17.72% |
$968K - $998K
|
90.8K
$4.59M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-18.2KClosed |
$901K - $929K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.3K- 53.29% |
$659K - $680K
|
11.7K
$590K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-11.9K- 70.41% |
$589K - $608K
|
5K
$253K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.23K- 10.29% |
$60.7K - $62.6K
|
10.7K
$541K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-597- 24.49% |
$29.6K - $30.5K
|
1.84K
$93.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-570- 1.77% |
$28.2K - $29.1K
|
31.6K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-425- 9.49% |
$21K - $21.7K
|
4.06K
$205K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-157- 2.22% |
$7.77K - $8.02K
|
6.91K
$349K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 16.37% |
$5.94K - $6.13K
|
613
$31K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 0.2% |
$1.24K - $1.28K
|
12.3K
$622K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-164K- 96.95% |
$8.09M - $8.37M
|
5.16K
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21.6K- 51.01% |
$1.06M - $1.1M
|
20.7K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-10K- 45.48% |
$494K - $511K
|
12K
$607K
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-8.2K- 5.2% |
$404K - $418K
|
150K
$7.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.28K- 46.97% |
$310K - $320K
|
7.09K
$358K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.79K- 24.59% |
$138K - $142K
|
8.55K
$433K
|
|