One Degree Advisors Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
One Degree Advisors Inc
- $243 Million
- Q1 2025
A detailed history of One Degree Advisors Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, One Degree Advisors Inc holds 109,342 shares of VTEB stock, worth $5.34 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
109,342
Previous 57,094
91.51%
Holding current value
$5.34 Million
Previous $2.86 Million
89.49%
% of portfolio
2.23%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
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