Heritage Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History
Heritage Wealth Advisors
- $2.19 Billion
- Q3 2025
A detailed history of Heritage Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,337 shares of VTEB stock, worth $67,210. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,337Holding current value
$67,210% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
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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