Burling Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Burling Wealth Partners, LLC
- $604 Billion
- Q3 2025
A detailed history of Burling Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 12,939 shares of VTEB stock, worth $650,443. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,939
Previous 13,139
1.52%
Holding current value
$650,443
Previous $644 Million
0.57%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
603MCall 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