Acorn Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 12,422 shares of VTEB stock, worth $624,453. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,422
Previous 10,081
23.22%
Holding current value
$624,453
Previous $494,000
25.71%
% of portfolio
0.21%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares 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
-
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