Univest Financial Corp Vanguard Mun Bd Fds Tax Exempt Transaction History
Univest Financial Corp
- $1.48 Billion
- Q1 2025
A detailed history of Univest Financial Corp transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Univest Financial Corp holds 63,291 shares of VTEB stock, worth $3.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
63,291
Previous 110,602
42.78%
Holding current value
$3.09 Million
Previous $5.54 Million
43.36%
% of portfolio
0.21%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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$1.12 Billion0.08% of portfolio