Source Financial Advisors »

Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Source Financial Advisors

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

Historical chart of Source Financial Advisors 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 Source Financial Advisors 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 260k 51.05
2023-09-30 $12M 249k 48.10
2023-06-30 $11M 211k 50.22
2023-03-31 $10M 205k 50.66
2022-12-31 $6.9M 139k 49.49
2022-09-30 $6.6M 137k 48.14
2022-06-30 $8.8M 177k 49.92

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
MarketAxess Holdings (MKTX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Confluent Class A Com (CFLT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Snap Cl A (SNAP)
JPMorgan Chase & Co. (JPM)

View all positions for Source Financial Advisors

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

Jpmorgan Chase & Co
Wealthfront Advisers
Charles Schwab Investment Advisory
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
Us Bancorp
Franklin Resources
Adviser Investments

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