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Vanguard Mun Bd Fds shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mun Bd Fds by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 3.0k 76.63

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Etf (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Msci Eafe (IEFA)
Brown & Brown (BRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Summit Wealth Partners

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