Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Vanguard Mun Bd Fd Inc tax-exempt bd
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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 405k | 50.07 |
| 2025-06-30 | $19M | 393k | 49.03 |
| 2025-03-31 | $20M | 398k | 49.62 |
| 2024-12-31 | $19M | 370k | 50.13 |
| 2024-09-30 | $19M | 366k | 51.12 |
| 2024-06-30 | $18M | 355k | 50.11 |
| 2024-03-31 | $18M | 345k | 50.60 |
| 2023-12-31 | $17M | 324k | 51.05 |
| 2023-09-30 | $16M | 325k | 48.10 |
| 2023-06-30 | $16M | 317k | 50.22 |
| 2023-03-31 | $15M | 300k | 50.66 |
| 2022-12-31 | $14M | 277k | 49.49 |
| 2022-09-30 | $14M | 282k | 48.14 |
| 2022-06-30 | $13M | 267k | 49.92 |
| 2022-03-31 | $12M | 239k | 51.55 |
| 2021-12-31 | $13M | 231k | 54.91 |
| 2021-09-30 | $13M | 228k | 54.77 |
| 2021-06-30 | $12M | 221k | 55.30 |
| 2021-03-31 | $12M | 217k | 54.64 |
| 2020-12-31 | $11M | 198k | 55.19 |
| 2020-09-30 | $11M | 202k | 54.44 |
| 2020-06-30 | $11M | 201k | 54.14 |
| 2020-03-31 | $10M | 194k | 52.90 |
| 2019-12-31 | $7.2M | 134k | 53.54 |
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