Moller Financial Services Vanguard Mun Bd Fds Tax Exempt Transaction History
Moller Financial Services
- $404 Million
- Q1 2025
A detailed history of Moller Financial Services transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moller Financial Services holds 365,718 shares of VTEB stock, worth $17.8 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
365,718
Previous 335,546
8.99%
Holding current value
$17.8 Million
Previous $16.8 Million
7.71%
% of portfolio
4.49%
Previous 4.43%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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