Winthrop Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Winthrop Advisory Group LLC
- $1.03 Billion
- Q2 2025
A detailed history of Winthrop Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 205,578 shares of VTEB stock, worth $10.3 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
205,578
Previous 183,194
12.22%
Holding current value
$10.3 Million
Previous $9.08 Million
11.06%
% of portfolio
0.98%
Previous 1.1%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,336Shares Held
561MCall Options Held
124KPut Options Held
62.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.87 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.76 Billion1.27% of portfolio
-
Creative Planning Overland Park, KS26.9MShares$1.35 Billion1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24.7MShares$1.24 Billion0.22% of portfolio
-
Morgan Stanley New York, NY23.3MShares$1.17 Billion0.08% of portfolio