Creative Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Creative Planning holds 26,149,018 shares of VTEB stock, worth $1.28 Billion. This represents 1.22% of its overall portfolio holdings.
Number of Shares
26,149,018
Previous 25,130,883
4.05%
Holding current value
$1.28 Billion
Previous $1.26 Billion
2.99%
% of portfolio
1.22%
Previous 1.23%
Shares
31 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 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$1.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.12 Billion3.25% of portfolio