Simon Quick Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Simon Quick Advisors, LLC
- $2.19 Billion
- Q3 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 109,848 shares of VTEB stock, worth $5.52 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
109,848
Previous 91,073
20.62%
Holding current value
$5.52 Million
Previous $4.47 Million
23.18%
% of portfolio
0.25%
Previous 0.23%
Shares
24 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares 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