Donaldson Capital Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Donaldson Capital Management, LLC
- $2.89 Billion
- Q3 2025
A detailed history of Donaldson Capital Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 4,386 shares of VTEB stock, worth $220,484. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,386Holding current value
$220,484% of portfolio
0.01%Shares
6 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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
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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
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio