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Vanguard Mun Bd Fds shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mun Bd Fds by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 218k 75.57

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Vanguard Mun Bd Fds

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

View all funds holding Vanguard Mun Bd Fds