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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 458 49.89

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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

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

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