Moneco Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$48.11 - $51.14 $20,783 - $22,092	-432 Reduced 4.41%	9,353 $450,000
Q2 2022 Aug 10, 2022	BUY	$49.13 - $51.51 $480,737 - $504,025	9,785 New	9,785 $488,000

Others Institutions Holding VTEB

# of Institutions

1,212

Shares Held

515M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.74 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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