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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
2024-03-31 $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)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

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

Partners Capital Investment Group
Mot
Encompass Wealth Advisors
RFP Financial Group

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