Silver Oak Advisory Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Silver Oak Advisory Group, Inc.
- $221 Million
- Q3 2025
A detailed history of Silver Oak Advisory Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Silver Oak Advisory Group, Inc. holds 193,167 shares of VTEB stock, worth $9.71 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
193,167
Previous 208,956
7.56%
Holding current value
$9.71 Million
Previous $10.2 Million
5.6%
% of portfolio
4.38%
Previous 4.96%
Shares
16 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