Private Client Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Private Client Services, LLC
- $257 Billion
- Q2 2025
A detailed history of Private Client Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Private Client Services, LLC holds 17,903 shares of VTEB stock, worth $874,740. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,903
Previous 13,070
36.98%
Holding current value
$874,740
Previous $649 Million
35.35%
% of portfolio
0.34%
Previous 0.32%
Shares
7 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