O'Rourke & Company, Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
O'Rourke & Company, Inc
- $207 Million
- Q2 2025
A detailed history of O'Rourke & Company, Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, O'Rourke & Company, Inc holds 55,025 shares of VTEB stock, worth $2.68 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
55,025
Previous 54,866
0.29%
Holding current value
$2.68 Million
Previous $2.72 Million
0.92%
% of portfolio
1.3%
Previous 1.45%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,338Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.76 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$1.5 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.27 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio