Wealthspire Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wealthspire Advisors, LLC
- $18.8 Billion
- Q3 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 1,438,742 shares of VTEB stock, worth $72.3 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
1,438,742
Previous 1,683,670
14.55%
Holding current value
$72.3 Million
Previous $82.6 Million
12.74%
% of portfolio
0.38%
Previous 0.47%
Shares
28 transactions
Others Institutions Holding VTEB
# of Institutions
1,375Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio