Birch Financial Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Birch Financial Group, LLC
- $175 Billion
- Q4 2025
A detailed history of Birch Financial Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Birch Financial Group, LLC holds 8,161 shares of VTEB stock, worth $410,253. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,161
Previous 8,320
1.91%
Holding current value
$410,253
Previous $417 Million
1.48%
% of portfolio
0.23%
Previous 0.25%
Shares
3 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