Gibson Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Gibson Wealth Advisors LLC

$134 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 07, 2022	SELL	$49.13 - $51.51 $22,698 - $23,797	-462 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$51.44 - $54.88 $23,765 - $25,354	462 New	462 $24,000

Others Institutions Holding VTEB

# of Institutions

1,324

Shares Held

559M

Call Options Held

16.3K

Put Options Held

422K

Jpmorgan Chase & CO New York, NY

77.3M
Shares

$3.78 Billion
0.3% of portfolio
Northwestern Mutual Wealth Management CO

35.2M
Shares

$1.72 Billion
1.27% of portfolio
Creative Planning Overland Park, KS

26.9M
Shares

$1.31 Billion
1.13% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24.7M
Shares

$1.2 Billion
0.22% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.12 Billion
0.08% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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