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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 84k 50.60

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Tcw Transform Etf Trust Transform System (NETZ)

View all positions for Dynasty Wealth Management

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Advisory
Wealthfront Advisers
Creative Planning
FMR
Raymond James & Associates
Northern Trust
Morgan Stanley
Tiaa Trust, National Association
Sei Investments
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
UBS Group

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd