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Vanguard Mun Bd Fds shares owned by Oak Wealth Advisors

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

Historical chart of Oak 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 Oak 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 100.33
2025-06-30 $737k 7.5k 98.56

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Oak Wealth Advisors

Top funds holding Vanguard Mun Bd Fds

Unison Advisors
Tiaa Trust, National Association
Envestnet Asset Management
Joel Isaacson & Co
HighTower Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Seeds Investor
Honkamp Krueger Financial Services
Equitable Holdings
Aspire Private Capital
Raymond James Financial
Heartwood Wealth Advisors
Ashton Thomas Private Wealth
Merit Financial Group

View all funds holding Vanguard Mun Bd Fds