Compass Planning Associates Inc Vanguard Mun Bd Fds Tax Exempt Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Compass Planning Associates Inc holds 14,938 shares of VTEB stock, worth $750,933. This represents 0.69% of its overall portfolio holdings.
Number of Shares
14,938
Previous 14,813
0.84%
Holding current value
$750,933
Previous $726 Million
2.98%
% of portfolio
0.69%
Previous 0.67%
Shares
4 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