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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Summa Corp.

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

Historical chart of Summa Corp. 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 Summa Corp. 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 Summa Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 4.0k 50.29

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

Jpmorgan Chase & Co
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Creative Planning
Raymond James Financial
Wealthfront Advisers
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FMR
Northern Trust
Tiaa Trust, National Association
Sei Investments
Wells Fargo & Company
Mercer Global Advisors
LPL Financial
Jones Financial Companies, L.L
Wellington Management Company

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