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

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

Historical chart of Phillips 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 Phillips 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 63k 51.12
2024-06-30 $3.3M 66k 50.11
2024-03-31 $3.1M 60k 50.60
2023-12-31 $3.2M 63k 51.05
2023-09-30 $3.5M 72k 48.10
2023-06-30 $3.7M 73k 50.22
2023-03-31 $3.8M 75k 50.66
2022-12-31 $3.4M 68k 49.49
2022-09-30 $3.3M 69k 48.15
2022-06-30 $3.3M 66k 49.93
2022-03-31 $5.5M 107k 51.55
2021-12-31 $6.3M 114k 54.91
2021-09-30 $6.2M 113k 54.77
2021-06-30 $6.5M 118k 55.30
2021-03-31 $5.9M 108k 54.64
2020-12-31 $5.8M 106k 55.19
2020-09-30 $5.8M 107k 54.44
2020-06-30 $5.2M 95k 54.14
2020-03-31 $4.6M 89k 51.95
2019-12-31 $4.9M 91k 53.54
2019-09-30 $4.3M 81k 53.62
2019-06-30 $4.4M 83k 52.94
2019-03-31 $4.2M 80k 52.02
2018-12-31 $3.9M 76k 51.05
2018-09-30 $2.9M 58k 50.39
2018-06-30 $2.8M 56k 50.89
2018-03-31 $2.8M 54k 50.68
2017-12-31 $2.7M 52k 51.61
2017-09-30 $2.3M 45k 51.67
2017-06-30 $2.2M 43k 51.60
2017-03-31 $1.9M 38k 50.94
2016-12-31 $852k 17k 50.58
2016-09-30 $856k 17k 51.68

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

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
Northern Trust
Tiaa Trust, National Association
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
Bank of America Corporation
Mercer Global Advisors
Franklin Resources

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