Wsfs Capital Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wsfs Capital Management, LLC
- $1.79 Billion
- Q2 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 40,232 shares of VTEB stock, worth $2.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
40,232
Previous 39,336
2.28%
Holding current value
$2.02 Million
Previous $1.95 Million
1.08%
% of portfolio
0.11%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,345Shares Held
562MCall Options Held
124KPut Options Held
57.8K-
Jpmorgan Chase & CO New York, NY77.3MShares$3.89 Billion0.3% of portfolio
-
Northwestern Mutual Wealth Management CO35.2MShares$1.77 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