Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Vanguard Mun Bd Fd Inc tax-exempt bd
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All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $235k | 4.7k | 50.29 |
| 2025-09-30 | $235k | 4.7k | 50.07 |
| 2025-06-30 | $522k | 11k | 49.03 |
| 2025-03-31 | $563k | 11k | 49.62 |
| 2024-12-31 | $488k | 9.7k | 50.13 |
| 2024-09-30 | $494k | 9.7k | 51.12 |
| 2024-06-30 | $482k | 9.6k | 50.11 |
| 2024-03-31 | $473k | 9.4k | 50.60 |
| 2023-09-30 | $762k | 16k | 48.10 |
| 2023-06-30 | $1.2M | 24k | 50.22 |
| 2023-03-31 | $1.3M | 25k | 50.66 |
| 2022-12-31 | $2.2M | 44k | 49.49 |
| 2022-09-30 | $1.3M | 27k | 48.12 |
| 2022-06-30 | $1.6M | 32k | 49.91 |
| 2022-03-31 | $917k | 18k | 51.54 |
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