Envision Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Envision Financial LLC
- $189 Billion
- Q4 2025
A detailed history of Envision Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Envision Financial LLC holds 105,986 shares of VTEB stock, worth $5.33 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
105,986
Previous 94,625
12.01%
Holding current value
$5.33 Million
Previous $4.74 Billion
12.5%
% of portfolio
2.82%
Previous 2.72%
Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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