White Lighthouse Investment Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
White Lighthouse Investment Management Inc.
- $613 Million
- Q2 2025
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 27,316 shares of VTEB stock, worth $1.33 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
27,316
Previous 26,201
4.26%
Holding current value
$1.33 Million
Previous $1.3 Million
3.0%
% of portfolio
0.22%
Previous 0.23%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,337Shares Held
562MCall Options Held
16.3KPut Options Held
422K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.78 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.69 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