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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Birch Financial Group

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

Historical chart of Birch Financial Group 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 Birch Financial Group 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 Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 8.3k 50.07
2025-06-30 $271k 5.5k 49.03

More positions owned by Birch Financial Group

American Express Company (AXP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Ameriprise Financial (AMP)
Microsoft Corporation (MSFT)
General Dynamics Corporation (GD)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs (GS)
Bank of America Corporation (BAC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Birch Financial Group

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Creative Planning
Charles Schwab Investment Management
Morgan Stanley
Wealthfront Advisers
Raymond James Financial
FMR
Northern Trust
Tiaa Trust, National Association
Sei Investments
Wells Fargo & Company
Mercer Global Advisors
LPL Financial
Wellington Management Company

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