Capstone Financial Advisors »

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

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

Historical chart of Capstone Financial 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 Financial 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3M 165k 50.07
2025-06-30 $8.8M 179k 49.03
2025-03-31 $4.5M 90k 49.62
2024-12-31 $5.0M 100k 50.13
2024-09-30 $5.0M 98k 51.12
2024-06-30 $4.8M 96k 50.11
2024-03-31 $4.9M 97k 50.60
2023-09-30 $2.4M 49k 48.10
2023-06-30 $2.5M 50k 50.22
2023-03-31 $3.9M 77k 50.66
2022-12-31 $4.1M 83k 49.49
2022-09-30 $1.8M 38k 48.14
2022-06-30 $11M 215k 49.92
2022-03-31 $27M 515k 51.55
2021-12-31 $1.6M 29k 54.92
2021-09-30 $1.6M 29k 54.78
2021-06-30 $1.6M 28k 55.31
2021-03-31 $1.5M 27k 54.64
2020-12-31 $1.4M 25k 55.20
2020-09-30 $1.3M 24k 54.44
2020-06-30 $1.3M 23k 54.13
2020-03-31 $1.1M 21k 52.91
2019-12-31 $1.4M 25k 53.56
2019-09-30 $1.2M 23k 53.64
2019-06-30 $1.1M 21k 53.09
2019-03-31 $1.4M 28k 52.14
2018-12-31 $5.7M 112k 51.05
2018-09-30 $608k 12k 50.49
2018-06-30 $466k 9.1k 50.97
2018-03-31 $438k 8.6k 50.82
2017-12-31 $382k 7.4k 51.68

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

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