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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management 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 Peak Financial Management 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $222k 4.4k 50.60
2023-12-31 $224k 4.4k 51.05

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
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Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial Management

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

Jpmorgan Chase & Co
Wealthfront Advisers
Charles Schwab Investment Advisory
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
Us Bancorp
Franklin Resources
Adviser Investments

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