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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Joel Adams & Associates

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Joel Adams & Associates from 13F filings

Historical chart of Joel Adams & Associates 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 Joel Adams & Associates 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 Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 172k 50.07
2025-06-30 $9.5M 194k 49.03
2025-03-31 $11M 217k 49.62
2024-12-31 $11M 222k 50.13

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Joel Adams & Associates

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Creative Planning
Charles Schwab Investment Management
Morgan Stanley
Wealthfront Advisers
Raymond James Financial
FMR
Northern Trust
Tiaa Trust, National Association
Sei Investments
Wells Fargo & Company
Mercer Global Advisors
LPL Financial
Wellington Management Company

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