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Vanguard Mun Bd Fds shares owned by JFS Wealth Advisors

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $559k 5.6k 100.33
2025-03-31 $415k 4.2k 98.82
2024-12-31 $318k 3.2k 99.39
2024-09-30 $127k 1.3k 101.19

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS 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