Berman Capital Advisors »

Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Berman Capital Advisors

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

Historical chart of Berman Capital 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 Berman Capital 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 Fd Inc tax-exempt bd by Berman Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-09-30 $681k 12k 54.71
2021-06-30 $685k 12k 55.25
2021-03-31 $674k 12k 54.59
2020-12-31 $203k 3.7k 54.92
2020-09-30 $99k 1.8k 53.95

More positions owned by Berman Capital Advisors

Vanguard Large-Cap Index Fund Etf (VV)
iShares Core MSCI EAFE ETF Etf (IEFA)
Vanguard Mid-Cap Index Fund Etf (VO)
iShares Edge MSCI USA Quality Etf (QUAL)
iShares Russell 1000 Growth ETF Etf (IWF)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Total World Stock Index Fund Etf (VT)
Amazon Stock (AMZN)
Vanguard Total International Stock ETF Etf (VXUS)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
Open Lending Corp Com CL A Stock (LPRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Berman Capital Advisors

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

Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Wealthfront Advisers
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Sei Investments
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
LPL Financial
Franklin Resources

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