Bright Financial Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Bright Financial Advisors, Inc.
- $180 Billion
- Q2 2025
A detailed history of Bright Financial Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 6,255 shares of VTEB stock, worth $305,619. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,255
Previous 6,255
-0.0%
Holding current value
$305,619
Previous $310 Million
1.19%
% of portfolio
0.17%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio