Mc Naughton Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Mc Naughton Wealth Management, LLC
- $229 Million
- Q4 2025
A detailed history of Mc Naughton Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 59,598 shares of VTEB stock, worth $3 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
59,598
Previous 63,907
6.74%
Holding current value
$3 Million
Previous $3.2 Million
6.38%
% of portfolio
1.31%
Previous 1.41%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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