Note Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Note Advisors, LLC holds 33,694 shares of VTEB stock, worth $1.64 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
33,694
Previous 36,750
8.32%
Holding current value
$1.64 Million
Previous $1.84 Billion
9.25%
% of portfolio
1.38%
Previous 1.63%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,327Shares Held
564MCall Options Held
17KPut Options Held
422K-
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