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 $86.4 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
$86.4 Million
Previous $103 Million
19.27%
% of portfolio
38.65%
Previous 4.84%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,103Shares Held
484MCall Options Held
26.8KPut Options Held
86.9K-
Jpmorgan Chase & CO New York, NY77MShares$3.86 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO34.6MShares$1.73 Billion1.8% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA29.5MShares$1.48 Billion2.05% of portfolio
-
Wealthfront Advisers LLC28.4MShares$1.42 Billion5.03% of portfolio
-
Creative Planning Overland Park, KS24.8MShares$1.24 Billion1.39% of portfolio