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
1,301Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.94 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.68 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio