High Net Worth Advisory Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
High Net Worth Advisory Group LLC
- $388 Million
- Q3 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 31,891 shares of VTEB stock, worth $1.6 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
31,891
Previous 16,583
92.31%
Holding current value
$1.6 Million
Previous $813,000
96.31%
% of portfolio
0.41%
Previous 0.23%
Shares
16 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
-
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