Clearstead Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Clearstead Advisors, LLC holds 154,338 shares of VTEB stock, worth $7.76 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
154,338
Previous 152,358
1.3%
Holding current value
$7.76 Million
Previous $7.47 Million
3.44%
% of portfolio
0.1%
Previous 0.11%
Shares
20 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
-
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