Capital Performance Advisors LLP Vanguard Mun Bd Fds Tax Exempt Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 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 214,413 shares of VTEB stock, worth $10.5 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
214,413Holding current value
$10.5 Million% of portfolio
2.37%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
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Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
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Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
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Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio