Caldwell Trust CO Vanguard Mun Bd Fds Tax Exempt Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Caldwell Trust CO holds 11,689 shares of VTEB stock, worth $588,190. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,689
Previous 11,944
2.13%
Holding current value
$588,190
Previous $586 Million
0.06%
% of portfolio
0.05%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
564MCall 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