Root Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Root Financial Partners, LLC holds 26,622 shares of VTEB stock, worth $1.33 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

26,622

Previous 17,570 51.52%

Holding current value

$1.33 Million

Previous $872 Million 49.72%

% of portfolio

0.13%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$48.13 - $49.85 $435,672 - $451,242	9,052 Added 51.52%	26,622 $1.31 Billion
Q1 2025 Apr 24, 2025	BUY	$49.25 - $50.66 $211,676 - $217,736	4,298 Added 32.38%	17,570 $872 Million
Q4 2024 Jan 29, 2025	BUY	$49.79 - $51.14 $2,190 - $2,250	44 Added 0.33%	13,272 $665 Million
Q3 2024 Oct 31, 2024	BUY	$49.93 - $51.15 $660,474 - $676,612	13,228 New	13,228 $676 Million

Others Institutions Holding VTEB

# of Institutions

1,336

Shares Held

561M

Call Options Held

124K

Put Options Held

62.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Root Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History