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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.3M 145k 50.11
2024-03-31 $7.6M 151k 50.60
2023-12-31 $8.9M 175k 51.05
2023-09-30 $12M 252k 48.10
2023-06-30 $16M 326k 50.22
2023-03-31 $23M 453k 50.66
2022-12-31 $24M 477k 49.49
2022-09-30 $30M 614k 48.14
2022-06-30 $30M 595k 49.92
2022-03-31 $35M 687k 51.55
2021-12-31 $37M 675k 54.91
2021-09-30 $35M 641k 54.77
2021-06-30 $32M 574k 55.30
2021-03-31 $29M 531k 54.64
2020-12-31 $24M 436k 55.19
2020-09-30 $21M 389k 54.44
2020-06-30 $20M 365k 54.14
2020-03-31 $13M 249k 52.90
2019-12-31 $3.4M 64k 53.55
2019-09-30 $346k 6.5k 53.64

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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