Dowling & Yahnke LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,724,896 shares of VTEB stock, worth $86.7 Million. This represents 38.65% of its overall portfolio holdings.
Number of Shares
1,724,896
Previous 2,060,340
16.28%
Holding current value
$86.7 Million
Previous $103 Million
19.27%
% of portfolio
38.65%
Previous 4.84%
Shares
3 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