Agate Pass Investment Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Agate Pass Investment Management, LLC
- $258 Million
- Q3 2025
A detailed history of Agate Pass Investment Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 8,830 shares of VTEB stock, worth $443,884. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,830
Previous 8,807
0.26%
Holding current value
$443,884
Previous $431,000
2.55%
% of portfolio
0.17%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio