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

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

Historical chart of Caldwell Trust 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 Caldwell Trust 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $585k 12k 50.07
2021-12-31 $28k 500 54.91
2021-09-30 $27k 500 54.77
2021-06-30 $28k 500 55.30
2021-03-31 $27k 500 54.64
2020-12-31 $28k 500 55.19
2020-09-30 $54k 1.0k 54.44
2020-06-30 $108k 2.0k 54.14
2020-03-31 $106k 2.0k 52.90
2019-12-31 $107k 2.0k 53.54