Beacon Wealthcare LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Wealthcare LLC
- $283 Million
- Q3 2025
A detailed history of Beacon Wealthcare LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Wealthcare LLC holds 149,567 shares of VTEB stock, worth $7.52 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
149,567
Previous 142,151
5.22%
Holding current value
$7.52 Million
Previous $6.97 Million
7.28%
% of portfolio
2.65%
Previous 2.63%
Shares
12 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
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio