Burt Wealth Advisors »

Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Burt Wealth Advisors

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

Historical chart of Burt Wealth 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 Burt Wealth 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 Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 92k 51.12
2024-06-30 $4.8M 96k 50.11
2024-03-31 $5.1M 101k 50.60
2023-12-31 $5.1M 100k 51.05
2023-09-30 $3.8M 78k 48.10
2023-06-30 $2.6M 52k 50.22
2023-03-31 $2.5M 49k 50.66
2022-12-31 $2.5M 50k 49.49
2022-09-30 $1.8M 37k 48.14
2022-06-30 $998k 20k 49.90
2022-03-31 $2.0M 39k 51.54
2021-12-31 $1.9M 35k 54.90
2021-09-30 $1.7M 31k 54.78
2021-06-30 $1.6M 30k 55.31
2021-03-31 $1.6M 29k 54.64
2020-12-31 $1.4M 26k 55.19
2020-09-30 $1.4M 25k 54.45
2020-06-30 $1.3M 24k 54.15
2020-03-31 $1.3M 24k 52.89
2019-12-31 $1.2M 22k 53.55
2019-09-30 $1.1M 21k 53.63
2019-06-30 $1.0M 19k 53.09
2019-03-31 $334k 6.4k 52.19
2018-12-31 $327k 6.4k 51.09
2018-09-30 $409k 8.1k 50.49
2018-06-30 $413k 8.1k 50.99
2018-03-31 $70k 1.4k 51.09
2017-12-31 $71k 1.4k 51.82
2017-09-30 $71k 1.4k 51.82
2017-06-30 $70k 1.4k 51.09
2017-03-31 $69k 1.4k 50.36
2016-12-31 $69k 1.4k 50.36
2016-09-30 $71k 1.4k 51.82

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth 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
Northern Trust
Tiaa Trust, National Association
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
Bank of America Corporation
Mercer Global Advisors
Franklin Resources

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