Optima Capital LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Optima Capital LLC holds 3 shares of VTEB stock, worth $150. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$150

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$49.98 - $50.59 $149 - $151	3 New	3 $151,000

Others Institutions Holding VTEB

# of Institutions

1,379

Shares Held

606M

Call Options Held

282K

Put Options Held

56K

Jpmorgan Chase & CO New York, NY

99.1M
Shares

$4.98 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

35.7M
Shares

$1.8 Billion
1.21% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.31 Billion
1.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24M
Shares

$1.21 Billion
0.2% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.16 Billion
0.07% of portfolio

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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