Olio Financial Planning Vanguard Mun Bd Fds Tax Exempt Transaction History
Olio Financial Planning
- $340 Million
- Q3 2025
A detailed history of Olio Financial Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Olio Financial Planning holds 82,605 shares of VTEB stock, worth $4.15 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
82,605
Previous 95,448
13.46%
Holding current value
$4.15 Million
Previous $4.68 Million
11.61%
% of portfolio
1.22%
Previous 1.48%
Shares
16 transactions
Others Institutions Holding VTEB
# of Institutions
1,373Shares 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
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Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
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Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio