Simon Quick Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Simon Quick Advisors, LLC
- $2.45 Billion
- Q2 2025
A detailed history of Simon Quick Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 91,073 shares of VTEB stock, worth $4.55 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
91,073
Previous 85,731
6.23%
Holding current value
$4.55 Million
Previous $4.25 Million
5.13%
% of portfolio
0.18%
Previous 0.25%
Shares
23 transactions
Others Institutions Holding VTEB
# of Institutions
1,332Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio