Roundview Capital LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Roundview Capital LLC
- $1.54 Billion
- Q3 2025
A detailed history of Roundview Capital LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Roundview Capital LLC holds 14,282 shares of VTEB stock, worth $717,956. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,282
Previous 14,282
-0.0%
Holding current value
$717,956
Previous $700,000
2.14%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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