Smallwood Wealth Investment Management »

Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $26k 519 49.89

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Intercontinental Exchange (ICE)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Smallwood Wealth Investment Management

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

Northwestern Mutual Wealth Management Company
Morgan Stanley
Creative Planning
Wealthfront Advisers
Raymond James Financial
Charles Schwab Investment Management
FMR
Northern Trust
Wells Fargo & Company
Sei Investments
Tiaa-cref Individual & Institutional Services
Bank of America Corporation
Mercer Global Advisors
LPL Financial
Franklin Resources

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd