Peoples Bank Vanguard Mun Bd Fds Tax Exempt Transaction History

Peoples Bank

$156 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	SELL	$48.13 - $49.85 $9,577 - $9,920	-199 Reduced 3.19%	6,041 $296,000
Q1 2025 Apr 30, 2025	BUY	$49.25 - $50.66 $307,320 - $316,118	6,240 New	6,240 $309,000

Others Institutions Holding VTEB

# of Institutions

1,378

Shares Held

606M

Call Options Held

282K

Put Options Held

56K

Jpmorgan Chase & CO New York, NY

99.1M
Shares

$4.98 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

35.7M
Shares

$1.8 Billion
1.21% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.31 Billion
1.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24M
Shares

$1.21 Billion
0.2% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.16 Billion
0.07% of portfolio

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