Valley Financial Group, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Valley Financial Group, Inc.
- $176 Billion
- Q3 2025
A detailed history of Valley Financial Group, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Valley Financial Group, Inc. holds 5,700 shares of VTEB stock, worth $286,539. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,700
Previous 4,449
28.12%
Holding current value
$286,539
Previous $218 Million
30.84%
% of portfolio
0.16%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VTEB
# of Institutions
1,379Shares Held
606MCall 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