Vision Point Advisory Group, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 6,767 shares of VTEB stock, worth $340,177. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,767
Previous 7,317
7.52%
Holding current value
$340,177
Previous $358,000
5.59%
% of portfolio
0.07%
Previous 0.08%
Shares
6 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