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Vanguard Mun Bd Fds shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mun Bd Fds by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $273k 3.6k 76.40

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Capital Advisors Wealth Management

Top funds holding Vanguard Mun Bd Fds

HBK Sorce Advisory
Verum Partners
Karpus Investment Management
Aprio Wealth Management
Mills Wealth Advisors
Topsail Wealth Management
Colony
Confluence Wealth Services
Opus Capital Group
Jones Financial Companies, L.L
San Luis Wealth Advisors
Branch Banking & Trust Company
Elite Life Management
Mb, Levis & Associates
Garrett Investment Advisors

View all funds holding Vanguard Mun Bd Fds