Capital Performance Advisors LLP Vanguard Mun Bd Fds Tax Exempt Transaction History
Capital Performance Advisors LLP
- $597 Million
- Q3 2025
A detailed history of Capital Performance Advisors LLP transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capital Performance Advisors LLP holds 265,324 shares of VTEB stock, worth $13.3 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
265,324
Previous 217,373
22.06%
Holding current value
$13.3 Million
Previous $10.7 Million
24.65%
% of portfolio
2.22%
Previous 2.12%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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