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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
2025-09-30 $9.2M 92k 100.33
2025-06-30 $8.8M 90k 98.56
2025-03-31 $8.7M 88k 98.82
2024-12-31 $8.0M 81k 99.39
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)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Vanguard Mun Bd Fds

Unison Advisors
Envestnet Asset Management
Tiaa Trust, National Association
Joel Isaacson & Co
HighTower Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Honkamp Krueger Financial Services
Seeds Investor
Equitable Holdings
Aspire Private Capital
Raymond James Financial
Heartwood Wealth Advisors
Atria Investments
Silver Oak Advisory Group

View all funds holding Vanguard Mun Bd Fds