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Vanguard Mun Bd Fds shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VCRM) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fds held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 3.1k 75.25

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

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