One Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
One Wealth Advisors, LLC
- $730 Million
- Q3 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 489,429 shares of VTEB stock, worth $24.6 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
489,429
Previous 502,680
2.64%
Holding current value
$24.6 Million
Previous $24.6 Million
0.57%
% of portfolio
3.36%
Previous 3.66%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall 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