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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Gutierrez Wealth Advisory

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

Historical chart of Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 137k 50.07
2025-06-30 $6.8M 139k 49.03
2025-03-31 $3.7M 75k 49.62
2024-12-31 $3.9M 78k 50.13

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

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
Morgan Stanley
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

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