Naples Global Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Naples Global Advisors, LLC holds 42,083 shares of VTEB stock, worth $2.12 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
42,083
Previous 38,808
8.44%
Holding current value
$2.12 Million
Previous $1.9 Million
10.78%
% of portfolio
0.17%
Previous 0.17%
Shares
32 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