Spence Asset Management Vanguard Mun Bd Fds Tax Exempt Transaction History

Spence Asset Management

$412 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 05, 2022	SELL	$54.5 - $55.03 $8,720 - $8,804	-160 Closed	0 $0
Q3 2021 Oct 06, 2021	BUY	$54.77 - $55.59 $8,763 - $8,894	160 New	160 $9,000

Others Institutions Holding VTEB

# of Institutions

1,177

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.75 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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