Sincerus Advisory, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Sincerus Advisory, LLC
- $119 Million
- Q4 2025
A detailed history of Sincerus Advisory, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Sincerus Advisory, LLC holds 58,778 shares of VTEB stock, worth $2.95 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
58,778
Previous 63,445
7.36%
Holding current value
$2.95 Million
Previous $3.18 Billion
99.91%
% of portfolio
2.48%
Previous 2.72%
Shares
5 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
605MCall 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