Wolff Financial Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wolff Financial Management LLC
- $418 Million
- Q3 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wolff Financial Management LLC holds 19,856 shares of VTEB stock, worth $998,161. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,856
Previous 19,762
0.48%
Holding current value
$998,161
Previous $969,000
2.58%
% of portfolio
0.24%
Previous 0.25%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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