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Balanced Rock Investment Advisors »

Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$6.4M	128k	50.11
2024-03-31	$6.9M	137k	50.60

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)

Ishares Tr Esg Adv Ttl Usd (EUSB)

Ishares Tr Esg Eafe Etf (DMXF)

Ishares Tr Esg Awr Us Agrgt (EAGG)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Manager Directed Portfolios Vert Glb Sust Re (VGSR)

Pimco Equity Ser Rafi Esg Us (RAFE)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Ishares Tr Egsadvncdmsci Em (EMXF)

Vanguard World Esg Intl Stk Etf (VSGX)

Ishares Tr Esg Awr Msci Usa (ESGU)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr Esg Advncd Hy Bd (HYXF)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co

Northwestern Mutual Wealth Management Company

Charles Schwab Investment Management

Wealthfront Advisers

Creative Planning

Raymond James & Associates

Tiaa Trust, National Association

Morgan Stanley

Bank of America Corporation

Envestnet Asset Management

Wells Fargo & Company

Mercer Global Advisors

Aspiriant

LPL Financial

Franklin Resources

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

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