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

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 4.0k 50.54
2025-03-31 $206k 4.2k 48.85
2024-12-31 $242k 4.8k 50.03
2024-09-30 $249k 5.0k 50.33
2021-12-31 $304k 5.5k 54.90
2021-09-30 $402k 7.3k 54.84
2021-06-30 $276k 5.0k 55.38
2021-03-31 $589k 11k 54.60
2020-12-31 $530k 9.6k 55.37

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Total Usd (IUSB)

View all positions for SWMG

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

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