Envision Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Envision Financial LLC
- $174 Billion
- Q3 2025
A detailed history of Envision Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Envision Financial LLC holds 94,625 shares of VTEB stock, worth $4.76 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
94,625
Previous 45,077
109.92%
Holding current value
$4.76 Million
Previous $2.21 Billion
114.37%
% of portfolio
2.72%
Previous 1.47%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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