Merit Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Merit Financial Group, LLC
- $8.37 Billion
- Q2 2025
A detailed history of Merit Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Merit Financial Group, LLC holds 354,384 shares of VTEB stock, worth $17.3 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
354,384
Previous 214,275
65.39%
Holding current value
$17.3 Million
Previous $10.6 Million
63.68%
% of portfolio
0.21%
Previous 0.16%
Shares
14 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