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

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 5.8k 50.07
2025-06-30 $237k 4.8k 49.03
2025-03-31 $239k 4.8k 49.62

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Select Sector Spdr Tr Technology (XLK)
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Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

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
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
Betterment

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