Mason & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason & Associates, LLC
- $398 Billion
- Q2 2025
A detailed history of Mason & Associates, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason & Associates, LLC holds 75,685 shares of VTEB stock, worth $3.7 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
75,685
Previous 108,353
30.15%
Holding current value
$3.7 Million
Previous $5.38 Billion
30.98%
% of portfolio
0.93%
Previous 1.55%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,325Shares Held
560MCall Options Held
116KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.72 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.31 Billion1.13% of portfolio
-
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