Moller Financial Services Vanguard Mun Bd Fds Tax Exempt Transaction History
Moller Financial Services
- $452 Million
- Q2 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 360,832 shares of VTEB stock, worth $17.6 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
360,832
Previous 365,718
1.34%
Holding current value
$17.6 Million
Previous $18.1 Million
2.35%
% of portfolio
3.91%
Previous 4.49%
Shares
23 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