VTEB — VANGUARD MUN BD FDS

Ownership history in Ackerman Capital Advisors, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Ackerman Capital Advisors, LLC reported a position in VANGUARD MUN BD FDS (VTEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
22.74% (2022 Q3)
Avg. % of fund
13.86%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 980,932 -7,418 -0.8% 9.90% $49.3M $50.00
2025 Q3 REDUCED 988,350 -32,822 -3.2% 10.36% $49.5M $49.23
2025 Q2 REDUCED 1,021,172 -148,086 -12.7% 11.63% $50.1M $47.80
2025 Q1 REDUCED 1,169,258 -49,484 -4.1% 15.32% $58.0M $47.98
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTEB price (monthly, adj. close)

Other funds also holding VTEB

As of 2025 Q4 — sorted by position size

Lexington Hill Partners, LLC 14.97% ATMOS ADVISORY, LLC 3Y 11.78% Sunflower Bank, N.A. 3Y 11.08% West Financial Advisors, LLC 3Y 9.11% Astoria Strategic Wealth, Inc. 3Y 7.9% Luminvest Wealth Management LLC 7.43% REGIMEN WEALTH, LLC 3Y 6.56% Heritage Investment Group, Inc. 3Y 6.41% ASPIRIANT, LLC 3Y 7Y 6.22% Fort Point Capital Partners LLC 3Y 7Y 5.88%
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