Financial Plan, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Financial Plan, Inc. holds 53,228 shares of VTEB stock, worth $2.68 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
53,228Holding current value
$2.68 Million% of portfolio
0.31%Shares
1 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
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio