Perennial Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Perennial Advisors, LLC
- $580 Million
- Q4 2025
A detailed history of Perennial Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Perennial Advisors, LLC holds 22,637 shares of VTEB stock, worth $1.14 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
22,637
Previous 22,732
0.42%
Holding current value
$1.14 Million
Previous $1.14 Million
0.09%
% of portfolio
0.2%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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