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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $78k 1.5k 51.12
2024-06-30 $77k 1.5k 50.11
2024-03-31 $82k 1.6k 50.60
2023-12-31 $83k 1.6k 51.05
2023-09-30 $84k 1.8k 48.10

More positions owned by LGT Financial Advisors

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Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for LGT Financial Advisors

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