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

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

Historical chart of Synergy Investment Management 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 Synergy Investment Management 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $164k 3.3k 49.89
2025-03-31 $163k 3.3k 49.62
2024-12-31 $168k 3.4k 50.13

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

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

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

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