Cascade Wealth Advisors »

Vanguard Mun Bd Fds shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth 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 Cascade Wealth Advisors 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 Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $772k 10k 76.16

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Mcp Etf (IJH)
Neos Etf Trust Nasdaq 100 High (QQQI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Neos Etf Trust Msci Eafe High (NIHI)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Neos Etf Trust Russ 2000 Hi Etf (IWMI)

View all positions for Cascade Wealth Advisors

Top funds holding Vanguard Mun Bd Fds

Capital Investment Services of America
Branch Banking & Trust Company
Mills Wealth Advisors
S.A. Mason
Opus Capital Group
Keystone Financial Group
Kestra Investment Management
American Investment Services
Mosaic Family Wealth Partners
Garrett Investment Advisors
Frisch Financial Group
Quantinno Capital Management
Acumen Wealth Advisors
Beaird Harris Wealth Management
RW Investment Management

View all funds holding Vanguard Mun Bd Fds