Values Added Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Values Added Financial LLC
- $225 Billion
- Q3 2025
A detailed history of Values Added Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Values Added Financial LLC holds 66,728 shares of VTEB stock, worth $3.35 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
66,728
Previous 63,703
4.75%
Holding current value
$3.35 Million
Previous $3.12 Billion
6.97%
% of portfolio
1.49%
Previous 1.51%
Shares
10 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