Evernest Financial Advisors »

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

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

Historical chart of Evernest 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 Evernest 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $953k 19k 49.97
2023-12-31 $513k 10k 51.05

More positions owned by Evernest Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Advisory
Wealthfront Advisers
Creative Planning
FMR
Raymond James & Associates
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Sei Investments
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
UBS Group

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