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Vanguard Mun Bd Fds shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 3.7k 75.25
2025-06-30 $255k 3.5k 73.57
2025-03-31 $938k 13k 74.24
2024-12-31 $765k 10k 74.58

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View all positions for Valeo Financial Advisors

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