Wsfs Capital Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wsfs Capital Management, LLC
- $1.64 Billion
- Q1 2025
A detailed history of Wsfs Capital Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 39,336 shares of VTEB stock, worth $1.92 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
39,336
Previous 35,581
10.55%
Holding current value
$1.92 Million
Previous $1.78 Million
9.42%
% of portfolio
0.12%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,329Shares Held
563MCall Options Held
17KPut Options Held
599K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.77 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO34.5MShares$1.68 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