Alaethes Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Alaethes Wealth LLC
- $303 Million
- Q3 2025
A detailed history of Alaethes Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Alaethes Wealth LLC holds 139,270 shares of VTEB stock, worth $7 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
139,270
Previous 136,279
2.19%
Holding current value
$7 Million
Previous $6.68 Million
4.37%
% of portfolio
2.3%
Previous 2.1%
Shares
19 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