Clark Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Clark Asset Management, LLC
- $596 Billion
- Q1 2025
A detailed history of Clark Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Clark Asset Management, LLC holds 292,659 shares of VTEB stock, worth $14.2 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
292,659
Previous 222,950
31.27%
Holding current value
$14.2 Million
Previous $11.2 Billion
29.93%
% of portfolio
2.44%
Previous 2.09%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,340Shares Held
564MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.75 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio