Beacon Wealthcare LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Wealthcare LLC
- $288 Million
- Q4 2025
A detailed history of Beacon Wealthcare LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Wealthcare LLC holds 154,636 shares of VTEB stock, worth $7.77 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
154,636
Previous 149,567
3.39%
Holding current value
$7.77 Million
Previous $7.48 Million
3.97%
% of portfolio
2.7%
Previous 2.65%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,378Shares Held
605MCall 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
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio