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Vanguard Mun Bd Fds shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VTEI) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fds held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 2.4k 100.96

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Summit Financial Strategies

Top funds holding Vanguard Mun Bd Fds

Unison Advisors
Ferguson Wellman Capital Management
TIAA Wealth Investment Management
Envestnet Asset Management
Commonwealth Equity Services
Joel Isaacson & Co
HighTower Advisors
Bank of America Corporation
Cetera Investment Advisers
Honkamp Krueger Financial Services
Seeds Investor
Merit Financial Group
Equitable Holdings
Aspire Private Capital
Jane Street

View all funds holding Vanguard Mun Bd Fds