Balanced Rock Investment Advisors »

Vanguard Mun Bd Fds shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VCRM) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fds held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mun Bd Fds by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 39k 75.25
2025-06-30 $2.4M 32k 73.57

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Emerging Markets (DFSE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

View all positions for Balanced Rock Investment Advisors

Top funds holding Vanguard Mun Bd Fds

Karpus Investment Management
Mills Wealth Advisors
Jpmorgan Chase & Co
San Luis Wealth Advisors
Topsail Wealth Management
Verum Partners
Opus Capital Group
Jane Street
Mb, Levis & Associates
Garrett Investment Advisors
HBK Sorce Advisory
Thrivent Financial for Lutherans
TAGStone Capital
Blume Capital Management
Old Mission Capital

View all funds holding Vanguard Mun Bd Fds