Zhang Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Zhang Financial LLC
- $1.87 Billion
- Q1 2025
A detailed history of Zhang Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Zhang Financial LLC holds 13,617 shares of VTEB stock, worth $664,509. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,617
Previous 13,557
0.44%
Holding current value
$664,509
Previous $679,000
0.74%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,328Shares Held
563MCall Options Held
17KPut Options Held
422K-
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