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

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

Historical chart of One Wealth Advisors 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 One 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 One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $24M 466k 51.12
2024-03-31 $20M 391k 50.60
2023-09-30 $5.9M 123k 48.10

More positions owned by One Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for One Wealth 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
Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors
Aspiriant
LPL Financial
Franklin Resources

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