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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Cassady Wealth & Retirement Planning

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

Historical chart of Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $968k 19k 50.29

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

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

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
Betterment
Franklin Resources

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