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Vanguard Mun Bd Fds shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VTEI) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Vanguard Mun Bd Fds

May 2024Jul 2024Sep 2024Nov 2024Jan 20251M1.5M2M2.5M10k15k20k25k
Value ($)Share countHistorical VTEI position of Joel Isaacson & … Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Mun Bd Fds held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 27k 99.39
2024-09-30 $2.3M 23k 101.19
2024-06-30 $2.0M 20k 99.40
2024-03-31 $854k 8.5k 100.22

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Top funds holding Vanguard Mun Bd Fds

Unison Advisors
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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
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Bank of America Corporation
Elser Financial Planning

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