Evanson Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Evanson Asset Management, LLC holds 258,783 shares of VTEB stock, worth $12.6 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
258,783
Previous 270,474
4.32%
Holding current value
$12.6 Million
Previous $13.6 Million
5.3%
% of portfolio
0.97%
Previous 0.99%
Shares
6 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
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio