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Vanguard Mun Bd Fd Inc Intr Te mutual funds shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Mun Bd Fd Inc Intr Te mutual funds

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All positions including Vanguard Mun Bd Fd Inc Intr Te mutual funds held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc Intr Te mutual funds by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 130k 13.81
2024-06-30 $1.8M 129k 13.55
2024-03-31 $1.8M 129k 13.65
2022-03-31 $202k 15k 13.85
2021-12-31 $472k 32k 14.71
2021-09-30 $448k 31k 14.68
2021-06-30 $553k 37k 14.83
2021-03-31 $637k 43k 14.80

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Mun Bd Fd Inc Intr Te mutual funds

First Merchants Bank, National Association
Partners Capital Investment Group
Encompass Wealth Advisors
Marcia E. Wade
RFP Financial Group

View all funds holding Vanguard Mun Bd Fd Inc Intr Te mutual funds