Sage View Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 86,729 shares of VTEB stock, worth $4.23 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
86,729
Previous 87,493
0.87%
Holding current value
$4.23 Million
Previous $4.39 Billion
1.88%
% of portfolio
0.18%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.12 Billion0.08% of portfolio