VTEB — VANGUARD MUN BD FD INC

Ownership history in Capstone Financial Advisors, Inc.  ·  33 quarters on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, Inc. reported a position in VANGUARD MUN BD FD INC (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
1.93% (2022 Q1)
Avg. % of fund
0.33%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 164,269 -704 -0.4% 0.44% $8.3M $50.00
2025 Q3 REDUCED 164,973 -14,458 -8.1% 0.45% $8.3M $49.23
2025 Q2 ADDED 179,431 +89,365 +99.2% 0.51% $8.8M $47.80
2025 Q1 REDUCED 90,066 -9,719 -9.7% 0.28% $4.5M $47.98
29 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% 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%
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