Merit Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Merit Financial Group, LLC
- $9.62 Billion
- Q3 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 308,232 shares of VTEB stock, worth $15.5 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
308,232
Previous 354,384
13.02%
Holding current value
$15.5 Million
Previous $17.4 Million
11.18%
% of portfolio
0.16%
Previous 0.21%
Shares
15 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