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Vanguard Mun Bd Fds shares owned by IAM Advisory

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

Historical chart of IAM Advisory investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Mun Bd Fds by IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $967k 9.6k 100.83

More positions owned by IAM Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Broadcom (AVGO)
Apple (AAPL)
Eli Lilly & Co. (LLY)

View all positions for IAM Advisory

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