Sage View Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 50,859 shares of VTEB stock, worth $2.48 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,859
Previous 86,729
41.36%
Holding current value
$2.48 Million
Previous $4.3 Billion
42.61%
% of portfolio
0.09%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,324Shares Held
559MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio