Partners In Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Partners In Financial Planning
- $542 Billion
- Q2 2025
A detailed history of Partners In Financial Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Partners In Financial Planning holds 238,192 shares of VTEB stock, worth $11.9 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
238,192
Previous 217,100
9.72%
Holding current value
$11.9 Million
Previous $10.8 Billion
8.41%
% of portfolio
2.15%
Previous 2.16%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
564MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio