K2 Financial Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, K2 Financial Inc. holds 72,302 shares of VTEB stock, worth $3.64 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

72,302

Holding current value

$3.64 Million

% of portfolio

3.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$49.79 - $51.14 $3.6 Million - $3.7 Million	72,302 New	72,302 $3.59 Billion

Others Institutions Holding VTEB

# of Institutions

1,229

Shares Held

539M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.76 Billion
0.31% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.64 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.05 Billion
0.39% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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