Forum Private Client Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Forum Private Client Group LLC
- $281 Billion
- Q3 2025
A detailed history of Forum Private Client Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forum Private Client Group LLC holds 32,234 shares of VTEB stock, worth $1.62 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
32,234
Previous 28,967
11.28%
Holding current value
$1.62 Million
Previous $1.42 Billion
13.64%
% of portfolio
0.58%
Previous 0.55%
Shares
12 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