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Vanguard Mun Bd Fds shares owned by Alliance Private Wealth

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

Historical chart of Alliance Private Wealth investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mun Bd Fds by Alliance Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2M 55k 76.29

More positions owned by Alliance Private Wealth

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Alliance Private Wealth

Top funds holding Vanguard Mun Bd Fds

Capital Investment Services of America
Mills Wealth Advisors
Branch Banking & Trust Company
Opus Capital Group
S.A. Mason
American Investment Services
Keystone Financial Group
Garrett Investment Advisors
Mosaic Family Wealth Partners
Alliance Private Wealth
Master's Wealth Management
RW Investment Management
Iron Financial
Bank of New York Mellon
Belpointe Asset Management

View all funds holding Vanguard Mun Bd Fds