Midwestern Financial, LLC /Ia Vanguard Mun Bd Fds Tax Exempt Transaction History
Midwestern Financial, LLC /Ia
- $116 Billion
- Q3 2025
A detailed history of Midwestern Financial, LLC /Ia transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Midwestern Financial, LLC /Ia holds 38,430 shares of VTEB stock, worth $1.93 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
38,430
Previous 36,909
4.12%
Holding current value
$1.93 Million
Previous $1.81 Billion
6.33%
% of portfolio
1.65%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,371Shares 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