Orcam Financial Group Vanguard Mun Bd Fds Tax Exempt Transaction History
Orcam Financial Group
- $106 Million
- Q1 2025
A detailed history of Orcam Financial Group transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Orcam Financial Group holds 16,147 shares of VTEB stock, worth $788,942. This represents 0.76% of its overall portfolio holdings.
Number of Shares
16,147
Previous 16,973
4.87%
Holding current value
$788,942
Previous $850,000
5.76%
% of portfolio
0.76%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall 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, KS26.9MShares$1.31 Billion1.13% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio