Independent Advisor Alliance Vanguard Mun Bd Fds Tax Exempt Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
A detailed history of Independent Advisor Alliance transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Independent Advisor Alliance holds 40,896 shares of VTEB stock, worth $2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
40,896
Previous 14,668
178.81%
Holding current value
$2 Million
Previous $727,000
175.79%
% of portfolio
0.06%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,328Shares Held
561MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.2 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio