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

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

Historical chart of Envision Financial 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 Envision Financial 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 Envision Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 106k 50.29
2025-09-30 $4.7M 95k 50.07
2025-06-30 $2.2M 45k 49.03
2025-03-31 $461k 9.3k 49.62
2024-12-31 $549k 11k 50.13

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
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First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Msci Emrg Chn (EMXC)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Envision Financial

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
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
Betterment

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