Bell Bank Vanguard Mun Bd Fds Tax Exempt Transaction History

Bell Bank

$1.84 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	SELL	$47.5 - $50.06 $293,360 - $309,170	-6,176 Reduced 23.64%	19,954 $987,000
Q4 2020 Feb 05, 2021	BUY	$54.06 - $55.19 $1.41 Million - $1.44 Million	26,130 New	26,130 $1.44 Million

Others Institutions Holding VTEB

# of Institutions

1,318

Shares Held

554M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.87 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.66 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.61 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.24 Billion
1.23% of portfolio
Wealthfront Advisers LLC

22.9M
Shares

$1.13 Billion
3.25% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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