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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $780k 16k 48.10
2023-06-30 $855k 17k 50.22
2023-03-31 $862k 17k 50.66
2022-12-31 $842k 17k 49.49
2022-09-30 $438k 9.1k 48.13
2022-06-30 $394k 7.9k 49.87

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Wealthfront Advisers
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Sei Investments
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
Franklin Resources
Us Bancorp

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd