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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth 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 Waterway Wealth 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 43k 50.60
2023-12-31 $4.6M 91k 51.05

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Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Financial Select Sector Spdr Etf (XLF)
Microsoft Stock (MSFT)
Exxon Mobil Corp Stock (XOM)

View all positions for Waterway Wealth Management

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

Jpmorgan Chase & Co
Wealthfront Advisers
Charles Schwab Investment Advisory
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Sei Investments
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
Franklin Resources
Us Bancorp

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