Cascade Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 110,339 shares of VTEB stock, worth $5.55 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

110,339

Previous 146,601 24.74%

Holding current value

$5.55 Million

Previous $7.19 Billion 23.14%

% of portfolio

0.63%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$48.5 - $50.19 $1.76 Million - $1.82 Million	-36,262 Reduced 24.74%	110,339 $5.52 Billion
Q2 2025 Aug 07, 2025	BUY	$48.13 - $49.85 $371,082 - $384,343	7,710 Added 5.55%	146,601 $7.19 Billion
Q1 2025 May 13, 2025	SELL	$49.25 - $50.66 $60,971 - $62,717	-1,238 Reduced 0.88%	138,891 $6.89 Billion
Q4 2024 Feb 07, 2025	SELL	$49.79 - $51.14 $31,865 - $32,729	-640 Reduced 0.45%	140,129 $7.02 Billion
Q3 2024 Oct 24, 2024	SELL	$49.93 - $51.15 $329,538 - $337,590	-6,600 Reduced 4.48%	140,769 $7.1 Billion

Q2 2024 Jul 31, 2024	BUY	$49.55 - $50.44 $71,698 - $72,986	1,447 Added 0.99%	147,369 $7.38 Billion
Q1 2024 May 14, 2024	BUY	$50.36 - $51.06 $7.35 Million - $7.45 Million	145,922 New	145,922 $7.31 Billion

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Cascade Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History