New Edge Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, New Edge Advisors, LLC holds 408,480 shares of VTEB stock, worth $19.9 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
408,480
Previous 435,270
6.15%
Holding current value
$19.9 Million
Previous $21.8 Million
7.11%
% of portfolio
0.12%
Previous 0.14%
Shares
25 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