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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 30k 50.58

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

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

Northwestern Mutual Wealth Management Company
Morgan Stanley
Creative Planning
Wealthfront Advisers
Charles Schwab Investment Management
Raymond James Financial
FMR
Northern Trust
Wells Fargo & Company
Sei Investments
Tiaa-cref Individual & Institutional Services
Bank of America Corporation
Mercer Global Advisors
LPL Financial
Jones Financial Companies, L.L

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