VTEB VANGUARD MUN BD FDS

Ownership history in Alaethes Wealth, LLC  ·  20 quarters on record

AI Ownership Summary

Alaethes Wealth, LLC reported VANGUARD MUN BD FDS (VTEB) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.44% in 2024 Q2. The latest visible filing shows VTEB at 1.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alaethes Wealth, LLC's position in VANGUARD MUN BD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTEB was reported at 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alaethes Wealth, LLC held VTEB — position size vs. price
% of Fund (quarterly)    VTEB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 126,134 -13,136 -9.4% 1.79% $6.3M 2026-02-14 (Est.) $50.69
2025 Q3 ADDED 139,270 +2,991 +2.2% 1.98% $7.0M 2025-11-13 $49.80
2025 Q2 ADDED 136,279 +4,085 +3.1% 2.00% $6.7M 2025-08-15 $47.92
2025 Q1 ADDED 132,194 +11,712 +9.7% 2.40% $6.6M 2025-05-19 $47.63
2024 Q4 REDUCED 120,482 -6,872 -5.4% 2.16% $6.0M 2025-02-14 $48.39
2024 Q3 ADDED 127,354 +9,582 +8.1% 2.40% $6.5M 2024-11-14 $48.19
2024 Q2 ADDED 117,772 +22,058 +23.0% 2.44% $5.9M 2024-08-13 $48.15
2024 Q1 ADDED 95,714 +11,597 +13.8% 2.12% $4.8M 2024-05-15 $47.41
2023 Q4 ADDED 84,117 +921 +1.1% 2.03% $4.3M 2024-02-12 $47.37
2023 Q3 ADDED 83,196 +22,705 +37.5% 2.19% $4.0M 2023-11-13 $45.05
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Alaethes Wealth, LLC and VTEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alaethes Wealth, LLC reported owning VTEB?

Alaethes Wealth, LLC reported VTEB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VTEB position in Alaethes Wealth, LLC's portfolio?

The largest reported portfolio weight for VTEB was 2.44% in 2024 Q2.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2025 Q4, when Alaethes Wealth, LLC reported 126,134 shares, equal to 1.79% of portfolio, with an estimated market value of $6.3M.

What does the chart on this VTEB ownership page compare?

The chart compares Alaethes Wealth, LLC's quarterly VTEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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