Perennial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Perennial Advisors, LLC
- $572 Million
- Q3 2025
A detailed history of Perennial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Perennial Advisors, LLC holds 22,732 shares of VTEB stock, worth $1.14 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
22,732
Previous 23,363
2.7%
Holding current value
$1.14 Million
Previous $1.15 Million
0.61%
% of portfolio
0.2%
Previous 0.22%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,339Shares Held
560MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio