K2 Financial Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
K2 Financial Inc.
- $124 Million
- Q3 2025
A detailed history of K2 Financial Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, K2 Financial Inc. holds 103,420 shares of VTEB stock, worth $5.2 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
103,420
Previous 99,684
3.75%
Holding current value
$5.2 Million
Previous $4.86 Billion
99.89%
% of portfolio
4.19%
Previous 4.28%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
604MCall 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