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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $378k 7.5k 50.58
2023-12-31 $1.9M 37k 51.05
2021-12-31 $135k 2.5k 54.72

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Morgan Stanley
Creative Planning
Raymond James Financial
Wealthfront Advisers
Charles Schwab Investment Management
Sixth Street Partners Management Company
FMR
Sei Investments
Wells Fargo & Company
Northern Trust
Bank of America Corporation
Tiaa-cref Individual & Institutional Services
Mercer Global Advisors

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