Cape Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 4,484 shares of VTEB stock, worth $225,679. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,484
Previous 787
469.76%
Holding current value
$225,679
Previous $39.1 Million
462.98%
% of portfolio
0.08%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio