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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $875k 8.6k 101.19

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Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
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Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Vanguard Mun Bd Fds

Commonwealth Equity Services
Heartwood Wealth Advisors
Jane Street
Joel Isaacson & Co
Paragon Capital Management
Eqis Capital Management
Jpmorgan Chase & Co
Atria Investments
Luminvest Wealth Management
25
Beacon Pointe Advisors
Peapack Gladstone Financial Corp
Mitchell Mcleod Pugh & Williams
First Heartland Consultants
Rsm Us Wealth Management

View all funds holding Vanguard Mun Bd Fds