Mason Investment Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason Investment Advisory Services, Inc.
- $1.83 Trillion
- Q2 2025
A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 12,603 shares of VTEB stock, worth $615,782. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,603
Previous 12,499
0.83%
Holding current value
$615,782
Previous $620 Million
0.36%
% of portfolio
0.03%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall 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
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio