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

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $59M 1.2M 51.12
2024-06-30 $58M 1.2M 50.11
2024-03-31 $60M 1.2M 50.60
2023-12-31 $62M 1.2M 51.05
2023-09-30 $65M 1.4M 48.10
2023-06-30 $69M 1.4M 50.22
2023-03-31 $72M 1.4M 50.66
2022-12-31 $35M 716k 48.14
2022-09-30 $35M 716k 48.14
2022-06-30 $63M 1.3M 49.92

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Management
Wealthfront Advisers
Creative Planning
Raymond James & Associates
Northern Trust
Tiaa Trust, National Association
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
Bank of America Corporation
Mercer Global Advisors
Franklin Resources

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