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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $196k 3.8k 51.12
2023-12-31 $45k 887 51.05

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View all positions for Planned Solutions

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