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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

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025200k300k400k200030004000
Value ($)Share countHistorical VTEI position of JFS Wealth Advisors Source: stockzoa.comValue ($)Share count

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
2025-03-31 $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)
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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 National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Vanguard Mun Bd Fds

Unison Advisors
Commonwealth Equity Services
Heartwood Wealth Advisors
Envestnet Asset Management
Joel Isaacson & Co
LPL Financial
Atria Investments
Oak Hill Wealth Advisors
Eqis Capital Management
First Heartland Consultants
Old Mission Capital
Jane Street
Paragon Capital Management
Bank of America Corporation
Elser Financial Planning

View all funds holding Vanguard Mun Bd Fds