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

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

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

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All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $35M 694k 51.05
2023-09-30 $24M 493k 48.10
2023-06-30 $23M 23k 999.84
2023-03-31 $859k 9.3k 92.09
2022-12-31 $22M 438k 49.49
2022-09-30 $20M 423k 48.14
2022-06-30 $16M 320k 49.92
2022-03-31 $2.5M 48k 51.55
2021-12-31 $1.4M 25k 54.91
2021-09-30 $1.2M 17k 71.05
2021-06-30 $1.1M 21k 55.28
2021-03-31 $514k 9.4k 54.64
2020-12-31 $405k 7.3k 55.20
2020-09-30 $397k 7.3k 54.46
2020-06-30 $0 0 0.00
2020-03-31 $386k 7.3k 52.95
2019-12-31 $304k 5.7k 53.48
2019-09-30 $303k 5.6k 53.70