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Vanguard Mun Bd Fds shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VTEI) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fds held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 10k 100.33
2025-06-30 $369k 3.7k 98.56

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Vanguard Mun Bd Fds

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

View all funds holding Vanguard Mun Bd Fds