Wealthspire Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,683,670 shares of VTEB stock, worth $84.1 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
1,683,670
Previous 1,368,394
23.04%
Holding current value
$84.1 Million
Previous $67.9 Million
21.58%
% of portfolio
0.47%
Previous 0.41%
Shares
27 transactions
Others Institutions Holding VTEB
# of Institutions
1,331Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.86 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.34 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.23 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio