Simon Quick Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Simon Quick Advisors, LLC
- $2.25 Billion
- Q4 2025
A detailed history of Simon Quick Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 210,266 shares of VTEB stock, worth $10.6 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
210,266
Previous 109,848
91.42%
Holding current value
$10.6 Million
Previous $5.5 Million
92.18%
% of portfolio
0.47%
Previous 0.25%
Shares
25 transactions
Others Institutions Holding VTEB
# of Institutions
1,382Shares Held
607MCall 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
-
Wealthfront Advisers LLC24.2MShares$1.21 Billion2.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio