Northcape Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Northcape Wealth Management, LLC
- $337 Million
- Q3 2025
A detailed history of Northcape Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 7,308 shares of VTEB stock, worth $367,373. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,308
Previous 8,108
9.87%
Holding current value
$367,373
Previous $397,000
8.06%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
604MCall 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