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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 53k 50.07
2025-06-30 $6.2M 126k 49.03
2025-03-31 $2.5M 51k 49.62
2024-12-31 $1.1M 21k 50.13
2024-06-30 $71M 1.4M 50.11
2024-03-31 $73M 1.4M 50.60

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Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Creative Planning
Charles Schwab Investment Management
Morgan Stanley
Wealthfront Advisers
Raymond James Financial
FMR
Northern Trust
Tiaa Trust, National Association
Sei Investments
Wells Fargo & Company
Mercer Global Advisors
LPL Financial
Wellington Management Company

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