Sage View Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 279,584 shares of VTEB stock, worth $14.1 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
279,584
Previous 50,859
449.72%
Holding current value
$14.1 Million
Previous $2.47 Billion
466.82%
% of portfolio
0.48%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding VTEB
# of Institutions
1,374Shares 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