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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Keystone Wealth Services 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $690k 14k 50.07
2025-06-30 $677k 14k 49.03
2025-03-31 $640k 13k 49.62
2024-12-31 $543k 11k 50.13
2024-09-30 $549k 11k 51.12

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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