Helen Stephens Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Helen Stephens Group, LLC
- $445 Million
- Q3 2025
A detailed history of Helen Stephens Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Helen Stephens Group, LLC holds 5,282 shares of VTEB stock, worth $265,843. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,282
              Previous 5,238
              
        
           0.84%
        
      
          
        Holding current value
$265,843
            Previous $256,000
            
        
           3.13%
        
      
          
        % of portfolio
0.06%
            Previous 0.06%
          
        Shares
	  6 transactions
	
  Others Institutions Holding VTEB
# of Institutions
1,345Shares Held
562MCall Options Held
124KPut Options Held
57.8K- 
    
      Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
- 
    
      Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
- 
    
      Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio