Private Wealth Asset Management »

Vanguard Mun Bd Fds shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset 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 Private Wealth Asset Management 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $183k 2.4k 75.57

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Workiva Inc Com Cl A Com Cl A (WK)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding Vanguard Mun Bd Fds

Aprio Wealth Management
Verum Partners
HBK Sorce Advisory
Mills Wealth Advisors
Topsail Wealth Management
Jane Street
San Luis Wealth Advisors
Jpmorgan Chase & Co
Opus Capital Group
Confluence Wealth Services
Mb, Levis & Associates
Garrett Investment Advisors
TAGStone Capital
Colony
Kuehl Shepherd Kozlowski & Associates

View all funds holding Vanguard Mun Bd Fds