Nicolet Advisory Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Nicolet Advisory Services, LLC
- $1.25 Billion
- Q3 2025
A detailed history of Nicolet Advisory Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 561,347 shares of VTEB stock, worth $28.2 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
561,347
Previous 533,882
5.14%
Holding current value
$28.2 Million
Previous $26.2 Million
7.37%
% of portfolio
2.24%
Previous 2.28%
Shares
14 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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