Cape Investment Advisory, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Cape Investment Advisory, Inc.
- $102 Billion
- Q3 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 906 shares of VTEB stock, worth $45,544. This represents 0.04% of its overall portfolio holdings.
Number of Shares
906
Previous 4,484
79.79%
Holding current value
$45,544
Previous $220 Million
79.37%
% of portfolio
0.04%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares Held
604MCall 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