Breakwater Investment Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Breakwater Investment Management
- $258 Billion
- Q2 2025
A detailed history of Breakwater Investment Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Breakwater Investment Management holds 19,814 shares of VTEB stock, worth $968,112. This represents 0.38% of its overall portfolio holdings.
Number of Shares
19,814
Previous 13,614
45.54%
Holding current value
$968,112
Previous $676 Million
43.81%
% of portfolio
0.38%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio