Astoria Strategic Wealth, Inc. VTEB — VANGUARD MUN BD FDS

Ownership history in Astoria Strategic Wealth, Inc.  ·  7 quarters on record

AI Ownership Summary

Astoria Strategic Wealth, Inc. reported VANGUARD MUN BD FDS (VTEB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 9.86% in 2024 Q3. The latest visible filing shows VTEB at 8.17% 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.

What this VTEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Astoria Strategic Wealth, Inc.'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
2026 Q1

VTEB was reported at 8.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.86% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

VTEB stock page Astoria Strategic Wealth, Inc. fund profile Astoria Strategic Wealth, Inc. full holdings
How Astoria Strategic Wealth, Inc. held VTEB — position size vs. price
% of Fund (quarterly)    VTEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 645,040 +21,030 +3.4% 8.17% $32.2M 2026-04-20 $50.19
2025 Q4 REDUCED — — — 624,010 -14,595 -2.3% 7.90% $31.4M 2026-02-05 $50.05
2025 Q3 ADDED — — — 638,605 +63,596 +11.1% 8.08% $32.0M 2025-11-07 $49.38
2025 Q2 REDUCED — — — 575,009 -3,997 -0.7% 7.62% $28.2M 2025-07-17 $47.09
2025 Q1 ADDED — — — 579,006 +2,210 +0.4% 8.45% $28.7M 2025-04-29 $47.11
2024 Q4 REDUCED 12.4% -0.5% ✅ 576,796 -81,409 -12.4% 8.60% $28.9M 2025-01-21 $47.70
2024 Q3 INITIATED — — — 658,205 — — 9.86% $33.6M 2024-10-15 $48.05

🏢 Other funds also holding VTEB

As of 2026 Q1 — sorted by position size

Lexington Hill Partners, LLC 20.37% BAKER BOYER NATIONAL BANK 3Y 7Y 17.57% Frisco Financial Planning LLC 13.95% ATMOS ADVISORY, LLC 3Y 12.41% Sunflower Bank, N.A. 3Y 11.4% Mallini Complete Financial Planning LLC 10.15% Alvarez & Marsal Private Wealth Partners, LLC 10.01% Ackerman Capital Advisors, LLC 3Y 7Y 9.78% West Financial Advisors, LLC 3Y 9.27% Topsail Wealth Management, LLC 8.1%

FAQ About Astoria Strategic Wealth, Inc. and VTEB

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

How long has Astoria Strategic Wealth, Inc. reported owning VTEB?

Astoria Strategic Wealth, Inc. reported VTEB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VTEB position in Astoria Strategic Wealth, Inc.'s portfolio?

The largest reported portfolio weight for VTEB was 9.86% in 2024 Q3.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2026 Q1, when Astoria Strategic Wealth, Inc. reported 645,040 shares, equal to 8.17% of portfolio, with an estimated market value of $32.2M.

What does the chart on this VTEB ownership page compare?

The chart compares Astoria Strategic Wealth, Inc.'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.

How well did Astoria Strategic Wealth, Inc. time their VTEB position?

Based on 13F filing dates vs. subsequent VTEB price moves, Astoria Strategic Wealth, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on VTEB relative to SPY over the holding period was -10.9%.

← Back to Astoria Strategic Wealth, Inc. Holdings