Sincerus Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sincerus Advisory, LLC
- $117 Billion
- Q3 2025
A detailed history of Sincerus Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sincerus Advisory, LLC holds 63,445 shares of VTEB stock, worth $3.18 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
63,445
Previous 59,897
5.92%
Holding current value
$3.18 Million
Previous $2.91 Billion
9.22%
% of portfolio
2.72%
Previous 2.73%
Shares
4 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio