One Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
One Wealth Advisors, LLC
- $673 Million
- Q2 2025
A detailed history of One Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, One Wealth Advisors, LLC holds 502,680 shares of VTEB stock, worth $24.6 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
502,680
Previous 549,496
8.52%
Holding current value
$24.6 Million
Previous $27.3 Million
9.61%
% of portfolio
3.66%
Previous 4.22%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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