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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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Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
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
Tiaa Trust, National Association
Morgan Stanley
Envestnet Asset Management
Sei Investments
Bank of America Corporation
Wells Fargo & Company
Mercer Global Advisors
Franklin Resources
Aspiriant

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