Acorn Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 10,081 shares of VTEB stock, worth $507,376. This represents 0.2% of its overall portfolio holdings.
Number of Shares
10,081
Previous 7,552
33.49%
Holding current value
$507,376
Previous $374,000
32.09%
% of portfolio
0.2%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,344Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
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