VTEB — VANGUARD MUN BD FDS

Ownership history in ATMOS ADVISORY, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which ATMOS ADVISORY, 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
17.01% (2022 Q3)
Avg. % of fund
12.04%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 404,088 +20,919 +5.5% 11.78% $20.3M $50.00
2025 Q3 ADDED 383,169 +2,825 +0.7% 11.69% $19.2M $49.23
2025 Q2 ADDED 380,344 +30,477 +8.7% 11.89% $18.6M $47.80
2025 Q1 ADDED 349,867 +32,888 +10.4% 11.65% $17.4M $47.98
13 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% Sunflower Bank, N.A. 3Y 11.08% Ackerman Capital Advisors, LLC 3Y 7Y 9.9% 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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