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Vanguard Mun Bd Fds shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VTEI) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mun Bd Fds by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 80k 101.19

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

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
Mitchell Mcleod Pugh & Williams
First Heartland Consultants
Rsm Us Wealth Management
Sage Mountain Advisors

View all funds holding Vanguard Mun Bd Fds