Avion Wealth Vanguard Mun Bd Fds Tax Exempt Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avion Wealth holds 3,139 shares of VTEB stock, worth $157,797. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,139

Holding current value

$157,797

% of portfolio

0.03%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$48.5 - $50.19 $152,241 - $157,546	3,139 New	3,139 $157,000
Q1 2025 May 09, 2025	BUY	$49.25 - $50.66 $541 - $557	11 New	11 $0
Q2 2021 Jul 27, 2021	BUY	$54.58 - $55.46 $600 - $610	11 New	11 $1,000

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

Jpmorgan Chase & CO New York, NY

99.1M
Shares

$4.98 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

35.7M
Shares

$1.8 Billion
1.21% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.31 Billion
1.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24M
Shares

$1.21 Billion
0.2% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.16 Billion
0.07% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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