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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $871k 17k 51.05
2023-09-30 $725k 15k 48.10
2023-06-30 $547k 11k 50.22
2023-03-31 $295k 5.8k 50.66

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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Us Aer Def Etf (ITA)
Apple (AAPL)
Amazon (AMZN)

View all positions for Morris Retirement 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
LPL Financial
Franklin Resources

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