New Edge Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 430,031 shares of VTEB stock, worth $21.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
430,031
Previous 304,540
41.21%
Holding current value
$21.5 Million
Previous $15.3 Million
44.06%
% of portfolio
0.15%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding VTEB
# of Institutions
1,179Shares Held
510MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.74 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
-
Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio