Moneta Group Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 52,981 shares of VTEB stock, worth $2.66 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
52,981
Previous 22,513
135.34%
Holding current value
$2.66 Million
Previous $1.1 Million
140.44%
% of portfolio
0.02%
Previous 0.01%
Shares
27 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