Baron Silver Stevens Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $619 Million
- Q2 2025
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 201,979 shares of VTEB stock, worth $10.1 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
201,979
Previous 286,888
29.6%
Holding current value
$10.1 Million
Previous $14.2 Million
30.43%
% of portfolio
1.6%
Previous 2.5%
Shares
19 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.88 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