Wheelhouse Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Wheelhouse Advisory Group LLC
- $232 Billion
- Q3 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 37,087 shares of VTEB stock, worth $1.86 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
37,087
Previous 38,023
2.46%
Holding current value
$1.86 Million
Previous $1.86 Billion
0.39%
% of portfolio
0.8%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall 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