Annex Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Annex Advisory Services, LLC
- $4.03 Billion
- Q4 2025
A detailed history of Annex Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Annex Advisory Services, LLC holds 4,679 shares of VTEB stock, worth $235,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,679
Previous 4,691
0.26%
Holding current value
$235,213
Previous $234,000
0.43%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall 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