Tilson Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Tilson Financial Group, Inc.
- $265 Million
- Q2 2025
A detailed history of Tilson Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 166,672 shares of VTEB stock, worth $8.37 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
166,672
Previous 230,640
27.73%
Holding current value
$8.37 Million
Previous $11.4 Million
28.59%
% of portfolio
3.08%
Previous 4.53%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 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