Cornerstone Planning Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 15,810 shares of VTEB stock, worth $794,768. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,810
Previous 208
7500.96%
Holding current value
$794,768
Previous $10.2 Million
7652.21%
% of portfolio
0.13%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares 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