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Vanguard Mun Bd Fds shares owned by Up Strategic Wealth Investment Advisors

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

Historical chart of Up Strategic Wealth 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 Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 38k 75.70

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Vanguard Mun Bd Fds

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

View all funds holding Vanguard Mun Bd Fds