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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips 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