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

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

Historical chart of Capstone Capital 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 Capstone Capital Wealth 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 Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 147k 50.60
2023-12-31 $6.8M 134k 51.05

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Terran Orbital Corporation (LLAP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Microsoft Corporation (MSFT)
Las Vegas Sands (LVS)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Western Asset Managed Municipals Fnd (MMU)
Chevron Corporation (CVX)

View all positions for Capstone Capital Wealth Advisors

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Advisory
Wealthfront Advisers
Creative Planning
FMR
Raymond James & Associates
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Sei Investments
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
UBS Group

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