True North Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

True North Advisors, LLC

$616 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$49.25 - $50.66 $301,016 - $309,633	6,112 New	6,112 $303,000
Q4 2023 Jan 22, 2024	BUY	$47.36 - $51.14 $236,136 - $254,984	4,986 New	4,986 $254,000

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

Jpmorgan Chase & CO New York, NY

99.1M
Shares

$4.98 Billion
0.33% of portfolio
Northwestern Mutual Wealth Management CO

35.7M
Shares

$1.8 Billion
1.21% of portfolio
Creative Planning Overland Park, KS

26.1M
Shares

$1.31 Billion
1.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

24M
Shares

$1.21 Billion
0.2% of portfolio
Morgan Stanley New York, NY

23M
Shares

$1.16 Billion
0.07% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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