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

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $559k 11k 50.11
2025-06-30 $547k 11k 49.04
2025-03-31 $554k 11k 49.66
2024-12-31 $559k 11k 50.11
2024-09-30 $570k 11k 51.10
2024-03-31 $564k 11k 50.56
2023-12-31 $570k 11k 51.05

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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