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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Vanguard Mun Bd Fd Inc tax-exempt bd

May 2024Jul 2024Sep 2024Nov 2024Jan 2025466k468k470k472k474k476k92999,299.593009,300.59301
Value ($)Share countHistorical VTEB position of HCR Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $466k 9.3k 50.13
2024-09-30 $475k 9.3k 51.12
2024-06-30 $466k 9.3k 50.11
2024-03-31 $471k 9.3k 50.60

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
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Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Management
Creative Planning
Raymond James Financial
Northern Trust
Tiaa Trust, National Association
Morgan Stanley
FMR
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Sei Investments
Franklin Resources
Mercer Global Advisors

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