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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $301k 6.0k 50.11
2024-03-31 $304k 6.0k 50.60

More positions owned by Wells Financial Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Index Fund Etf Etf (VB)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Blackrock Flexible Income Etf Etf (BINC)

View all positions for Wells Financial Advisors

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
FMR
Raymond James & Associates
Tiaa Trust, National Association
Northern Trust
Morgan Stanley
Sei Investments
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
UBS Group

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