Topsail Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Topsail Wealth Management, LLC
- $591 Billion
- Q3 2025
A detailed history of Topsail Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 1,094,873 shares of VTEB stock, worth $55 Million. This represents 9.28% of its overall portfolio holdings.
Number of Shares
1,094,873
Previous 1,269,611
13.76%
Holding current value
$55 Million
Previous $62.2 Billion
11.93%
% of portfolio
9.28%
Previous 11.38%
Shares
4 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