Strategic Wealth Advisors »

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

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

Historical chart of Strategic Wealth 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 Strategic Wealth 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.6M 53k 48.14
2022-06-30 $4.8M 96k 50.25
2022-03-31 $3.2M 62k 51.46
2021-12-31 $1.9M 35k 54.88
2021-09-30 $2.0M 37k 54.76
2021-06-30 $721k 13k 55.26

More positions owned by Strategic Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Strategic Wealth Advisors

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Advisory
Wealthfront Advisers
Creative Planning
FMR
Raymond James & Associates
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Sei Investments
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
UBS Group

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