Kovitz Investment Group Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Kovitz Investment Group Partners, LLC
- $21.5 Billion
- Q2 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 59,314 shares of VTEB stock, worth $2.99 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
59,314
Previous 28,481
108.26%
Holding current value
$2.99 Million
Previous $1.41 Million
105.8%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,346Shares Held
563MCall 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