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Vanguard Mun Bd Fd Tax Exempt shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Tax Exempt (VMLUX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Mun Bd Fd Tax Exempt

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Tax Exempt held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Tax Exempt by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 106k 10.95
2024-06-30 $1.2M 107k 10.78
2024-03-31 $1.1M 106k 10.81
2023-09-30 $1.2M 111k 10.53
2023-06-30 $1.2M 110k 10.70
2023-03-31 $1.1M 99k 10.77
2022-12-31 $1.1M 105k 10.67
2022-09-30 $1.4M 136k 10.51
2022-06-30 $1.6M 145k 10.72
2022-03-31 $2.2M 200k 10.80
2021-12-31 $2.5M 223k 11.17
2021-09-30 $2.9M 256k 11.19
2021-06-30 $3.2M 283k 11.23
2021-03-31 $3.5M 308k 11.24

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Mun Bd Fd Tax Exempt

First Merchants Bank, National Association
Encompass Wealth Advisors
Financial Gravity Companies

View all funds holding Vanguard Mun Bd Fd Tax Exempt