Vanguard Personalized Indexing Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$49.13 - $51.51 $209,490 - $219,638	-4,264 Reduced 30.38%	9,772 $488,000
Q1 2022 May 16, 2022	SELL	$51.44 - $54.88 $1.17 Million - $1.25 Million	-22,707 Reduced 61.8%	14,036 $724,000
Q4 2021 Feb 23, 2022	SELL	$54.5 - $55.03 $98,808 - $99,769	-1,813 Reduced 4.7%	36,743 $2.02 Million
Q3 2021 Nov 09, 2021	BUY	$54.77 - $55.59 $222,968 - $226,306	4,071 Added 11.81%	38,556 $2.11 Million
Q2 2021 Aug 11, 2021	BUY	$54.58 - $55.46 $231,910 - $235,649	4,249 Added 14.05%	34,485 $1.91 Million
Q1 2021 Apr 28, 2021	BUY	$54.36 - $55.51 $353,285 - $360,759	6,499 Added 27.38%	30,236 $1.65 Million
Q4 2020 Jan 19, 2021	BUY	$54.06 - $55.19 $1.28 Million - $1.31 Million	23,737 New	23,737 $166,000

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.78 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.65 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.6 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.6 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

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