Stewardship Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Stewardship Advisors, LLC holds 243,293 shares of VTEB stock, worth $11.9 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
243,293
Previous 217,936
11.64%
Holding current value
$11.9 Million
Previous $10.9 Million
10.32%
% of portfolio
3.47%
Previous 3.2%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,330Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 Billion1.41% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.51 Billion0.29% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.28 Billion1.22% of portfolio
-
Morgan Stanley New York, NY23MShares$1.13 Billion0.08% of portfolio