Tilson Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Tilson Financial Group, Inc.
- $214 Million
- Q3 2025
A detailed history of Tilson Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 150,533 shares of VTEB stock, worth $7.57 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
150,533
Previous 166,672
9.68%
Holding current value
$7.57 Million
Previous $8.17 Million
7.77%
% of portfolio
3.52%
Previous 3.08%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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