Org Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Org Partners LLC

$397 Million
Q2 2025

A detailed history of Org Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Org Partners LLC holds 19,795 shares of VTEB stock, worth $961,245. This represents 0.24% of its overall portfolio holdings.

Number of Shares

19,795

Holding current value

$961,245

% of portfolio

0.24%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$48.13 - $49.85 $952,733 - $986,780	19,795 New	19,795 $970,000
Q4 2023 Jan 29, 2024	BUY	$47.36 - $51.14 $1,752 - $1,892	37 New	37 $1,000
Q2 2023 Jul 25, 2023	BUY	$49.5 - $51.06 $57,568 - $59,382	1,163 New	1,163 $58.3 Million

Others Institutions Holding VTEB

# of Institutions

1,340

Shares Held

564M

Call Options Held

17K

Put Options Held

599K

Jpmorgan Chase & CO New York, NY

77.3M
Shares

$3.75 Billion
0.3% of portfolio
Northwestern Mutual Wealth Management CO

34.5M
Shares

$1.68 Billion
1.41% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.5 Billion
0.29% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.27 Billion
1.22% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.12 Billion
0.08% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
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