Values Added Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Values Added Financial LLC
- $180 Billion
- Q1 2025
A detailed history of Values Added Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Values Added Financial LLC holds 107,437 shares of VTEB stock, worth $5.29 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
107,437
Previous 118,716
9.5%
Holding current value
$5.29 Million
Previous $5.95 Billion
10.42%
% of portfolio
2.96%
Previous 3.44%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,316Shares Held
553MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.87 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.66 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.61 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.24 Billion1.23% of portfolio
-
Wealthfront Advisers LLC22.9MShares$1.13 Billion3.25% of portfolio