Baron Silver Stevens Financial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $674 Million
- Q3 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 184,091 shares of VTEB stock, worth $9.25 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
184,091
Previous 201,979
8.86%
Holding current value
$9.25 Million
Previous $9.9 Million
6.93%
% of portfolio
1.37%
Previous 1.6%
Shares
20 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