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

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

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 232k 50.29
2025-09-30 $13M 265k 50.07
2025-06-30 $11M 217k 49.03
2025-03-31 $11M 214k 49.62

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

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

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