Stone Asset Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Stone Asset Management Inc.

$62.6 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 11, 2022	SELL	$51.44 - $54.88 $333,022 - $355,293	-6,474 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$54.5 - $55.03 $352,833 - $356,264	6,474 New	6,474 $355,000

Others Institutions Holding VTEB

# of Institutions

1,161

Shares Held

496M

Call Options Held

21.1K

Put Options Held

53.6K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.77 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

31.7M
Shares

$1.6 Billion
1.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$1.54 Billion
0.3% of portfolio
Wealthfront Advisers LLC

30M
Shares

$1.51 Billion
5.06% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.26 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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