Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / INTERMEDIATE TRM
-
Total 13F shares
-
384,503
-
Share change
-
+207,531
-
Total reported value
-
$38,904,103
-
Price per share
-
$101.19
-
Number of holders
-
30
-
Value change
-
+$21,015,171
-
Number of buys
-
26
-
Number of sells
-
4
Institutional Holders of VANGUARD MUN BD FDS - INTERMEDIATE TRM (VTEI) as of Q3 2024
As of 30 Sep 2024,
VANGUARD MUN BD FDS - INTERMEDIATE TRM (VTEI) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
384,503 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Heartwood Wealth Advisors LLC, JANE STREET GROUP, LLC, Joel Isaacson & Co., LLC, Paragon Capital Management Ltd, Freedom Investment Management, Inc., JPMORGAN CHASE & CO, Atria Investments, Inc, Luminvest Wealth Management LLC, and 25 LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.