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
1,324Shares Held
549MCall Options Held
23KPut Options Held
88.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
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Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.52 Billion0.29% of portfolio
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Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
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Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio