United Advisor Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, United Advisor Group, LLC holds 40,596 shares of VTEB stock, worth $2.04 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
40,596
Previous 38,860
4.47%
Holding current value
$2.04 Million
Previous $1.91 Million
6.67%
% of portfolio
0.29%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares 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