Dakota Wealth Management Vanguard Mun Bd Fds Tax Exempt Transaction History
Dakota Wealth Management
- $5.42 Billion
- Q4 2025
A detailed history of Dakota Wealth Management transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Dakota Wealth Management holds 69,029 shares of VTEB stock, worth $3.47 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
69,029
Previous 8,781
686.12%
Holding current value
$3.47 Million
Previous $439,000
690.43%
% of portfolio
0.06%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall 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