Compass Financial Group, Inc/Sd Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Financial Group, Inc/Sd
- $610 Billion
- Q2 2025
A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 18,861 shares of VTEB stock, worth $949,274. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,861
Previous 21,598
12.67%
Holding current value
$949,274
Previous $1.07 Billion
13.71%
% of portfolio
0.15%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
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