Mason Investment Advisory Services, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Mason Investment Advisory Services, Inc.
- $2.01 Trillion
- Q3 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 13,351 shares of VTEB stock, worth $671,154. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,351
Previous 12,603
5.94%
Holding current value
$671,154
Previous $618 Million
8.19%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall 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