Wbh Advisory Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Wbh Advisory Inc
- $1.06 Billion
- Q1 2025
A detailed history of Wbh Advisory Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wbh Advisory Inc holds 71,876 shares of VTEB stock, worth $3.51 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
71,876
Previous 75,910
5.31%
Holding current value
$3.51 Million
Previous $3.81 Million
6.28%
% of portfolio
0.33%
Previous 0.36%
Shares
21 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