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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $370k 7.2k 51.12
2024-06-30 $380k 7.6k 50.25

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
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Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
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Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

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

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

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