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

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

Historical chart of Icon Wealth Advisors 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $689k 14k 51.12
2024-03-31 $674k 13k 50.60
2023-12-31 $651k 13k 51.05
2022-12-31 $441k 8.9k 49.49

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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

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