Shepherd Kaplan Krochuk, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Shepherd Kaplan Krochuk, LLC
- $119 Million
- Q3 2025
A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 9,827 shares of VTEB stock, worth $494,003. This represents 0.41% of its overall portfolio holdings.
Number of Shares
9,827
Previous 15,724
37.5%
Holding current value
$494,003
Previous $770,000
36.1%
% of portfolio
0.41%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio