Perennial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Perennial Advisors, LLC
- $531 Million
- Q2 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 23,363 shares of VTEB stock, worth $1.14 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
23,363
Previous 26,050
10.31%
Holding current value
$1.14 Million
Previous $1.29 Million
11.24%
% of portfolio
0.22%
Previous 0.26%
Shares
11 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