Cape Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 4,484 shares of VTEB stock, worth $225,679. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,484
              Previous 787
              
        
           469.76%
        
      
          
        Holding current value
$225,679
            Previous $39.1 Million
            
        
           462.98%
        
      
          
        % of portfolio
0.08%
            Previous 0.02%
          
        Shares
	  9 transactions
	
  Others Institutions Holding VTEB
# of Institutions
1,345Shares Held
562MCall 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