Heritage Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 12, 2024	BUY	$49.5 - $51.06 $13,365 - $13,786	270 New	270 $13,000
Q2 2023 Aug 09, 2023	BUY	$49.5 - $51.06 $13,365 - $13,786	270 New	270 $13,000

Others Institutions Holding VTEB

# of Institutions

1,189

Shares Held

511M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.73 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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