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Vanguard Mun Bd Fds shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 100.33
2025-06-30 $1.4M 14k 98.56
2025-03-31 $3.2M 32k 98.82
2024-12-31 $310k 3.1k 99.41

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View all positions for Valeo Financial Advisors

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