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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
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)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS 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
Peapack Gladstone Financial Corp
Mitchell Mcleod Pugh & Williams
First Heartland Consultants
Rsm Us Wealth Management

View all funds holding Vanguard Mun Bd Fds