Capstone Capital Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Capstone Capital Wealth Advisors
- $150 Billion
- Q3 2025
A detailed history of Capstone Capital Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 176,944 shares of VTEB stock, worth $8.89 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
176,944
Previous 178,706
0.99%
Holding current value
$8.89 Million
Previous $8.76 Billion
1.11%
% of portfolio
5.92%
Previous 6.36%
Shares
8 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