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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 4.1k 50.29
2025-03-31 $1.2k 24 49.63
2021-03-31 $794k 15k 54.65
2020-12-31 $802k 15k 55.20

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NVIDIA Corporation (NVDA)
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Ssga Active Tr State Street Bla (HYBL)
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Spdr Series Trust State Street Spd (SPIB)
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Microsoft Corporation (MSFT)
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Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Wisdomtree Tr Us Midcap Divid (DON)
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Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Concord Wealth Partners

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
Wellington Management Company
Betterment

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