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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 62k 51.12
2024-06-30 $3.2M 65k 50.11
2024-03-31 $3.2M 63k 50.60
2023-12-31 $3.2M 63k 51.05

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

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