Birch Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Birch Financial Group, LLC
- $170 Billion
- Q3 2025
A detailed history of Birch Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Birch Financial Group, LLC holds 8,320 shares of VTEB stock, worth $418,662. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,320
Previous 5,527
50.53%
Holding current value
$418,662
Previous $271 Million
53.73%
% of portfolio
0.25%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
564MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 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