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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth Management 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 Perissos Private Wealth 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $250k 4.9k 50.58

More positions owned by Perissos Private Wealth Management

Spdr Series Trust St Str Blo 1 Etf (BIL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Blackstone Secd Lending Common Stock (BXSL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Perissos Private Wealth Management

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Morgan Stanley
Creative Planning
Raymond James Financial
Wealthfront Advisers
Charles Schwab Investment Management
Sixth Street Partners Management Company
FMR
Sei Investments
Wells Fargo & Company
Northern Trust
Bank of America Corporation
Tiaa-cref Individual & Institutional Services
Mercer Global Advisors

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