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Vanguard Mun Bd Fds shares owned by Atria Investments

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VTEI) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Vanguard Mun Bd Fds

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 291M1.5M2M10k15k20k
Value ($)Share countHistorical VTEI position of Atria Investments Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Mun Bd Fds held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 22k 99.39
2024-09-30 $875k 8.6k 101.19

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Unified Ser Tr Oneascent Large (OALC)
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Broadcom (AVGO)
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View all positions for Atria Investments

Top funds holding Vanguard Mun Bd Fds

Unison Advisors
Commonwealth Equity Services
Heartwood Wealth Advisors
Envestnet Asset Management
Joel Isaacson & Co
LPL Financial
Atria Investments
Oak Hill Wealth Advisors
Eqis Capital Management
First Heartland Consultants
Old Mission Capital
Jane Street
Paragon Capital Management
Bank of America Corporation
Elser Financial Planning

View all funds holding Vanguard Mun Bd Fds