Root Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Root Financial Partners, LLC holds 28,137 shares of VTEB stock, worth $1.41 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

28,137

Previous 26,622 5.69%

Holding current value

$1.41 Million

Previous $1.31 Billion 7.93%

% of portfolio

0.09%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$48.5 - $50.19 $73,477 - $76,037	1,515 Added 5.69%	28,137 $1.41 Billion
Q2 2025 Aug 11, 2025	BUY	$48.13 - $49.85 $435,672 - $451,242	9,052 Added 51.52%	26,622 $1.31 Billion
Q1 2025 Apr 24, 2025	BUY	$49.25 - $50.66 $211,676 - $217,736	4,298 Added 32.38%	17,570 $872 Million
Q4 2024 Jan 29, 2025	BUY	$49.79 - $51.14 $2,190 - $2,250	44 Added 0.33%	13,272 $665 Million
Q3 2024 Oct 31, 2024	BUY	$49.93 - $51.15 $660,474 - $676,612	13,228 New	13,228 $676 Million

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Root Financial Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History