Divergent Planning, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Divergent Planning, LLC
- $371 Million
- Q4 2025
A detailed history of Divergent Planning, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Divergent Planning, LLC holds 292,191 shares of VTEB stock, worth $14.7 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
292,191
Previous 285,196
2.45%
Holding current value
$14.7 Million
Previous $14.3 Million
2.86%
% of portfolio
3.96%
Previous 3.92%
Shares
17 transactions
Others Institutions Holding VTEB
# of Institutions
1,378Shares 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
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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