New Edge Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 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 774,755 shares of VTEB stock, worth $38.9 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
774,755
Previous 487,257
59.0%
Holding current value
$38.9 Million
Previous $23.9 Million
62.37%
% of portfolio
0.19%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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