Adviser Investments LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
A detailed history of Adviser Investments LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Adviser Investments LLC holds 3,336,522 shares of VTEB stock, worth $169 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
3,336,522
Previous 3,275,816
1.85%
Holding current value
$169 Million
Previous $167 Million
0.12%
% of portfolio
2.08%
Previous 2.11%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio