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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 40k 51.12
2024-06-30 $1.7M 34k 50.10
2024-03-31 $1.5M 30k 50.61
2023-12-31 $1.1M 22k 51.05
2023-09-30 $1.0M 22k 48.10
2023-06-30 $1.3M 27k 50.22
2023-03-31 $1.1M 22k 50.67
2022-12-31 $762k 15k 49.50
2022-09-30 $1.5M 30k 49.93
2022-06-30 $1.5M 30k 49.93
2022-03-31 $1.4M 28k 51.56
2021-12-31 $1.4M 26k 54.89
2021-09-30 $1.3M 24k 54.75
2021-06-30 $1.3M 23k 55.31
2021-03-31 $1.3M 23k 54.63
2020-12-31 $1.0M 19k 55.17
2020-09-30 $967k 18k 54.43
2020-06-30 $981k 18k 54.14
2020-03-31 $942k 18k 52.89
2019-12-31 $1.0M 19k 53.55
2019-09-30 $1.3M 24k 53.06
2019-06-30 $1.3M 24k 53.06
2019-03-31 $1.2M 24k 52.16
2018-12-31 $862k 17k 51.03
2018-09-30 $765k 15k 50.51
2018-06-30 $615k 12k 51.00
2018-03-31 $439k 8.7k 50.49

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

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
Northern Trust
FMR
Tiaa Trust, National Association
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
Bank of America Corporation
Mercer Global Advisors
UBS Group

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