Creative Planning VTEB VANGUARD MUN BD FD INC

Ownership history in Creative Planning  ·  42 quarters on record

AI Ownership Summary

Creative Planning reported VANGUARD MUN BD FD INC (VTEB) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.34% in 2023 Q4. The latest visible filing shows VTEB at 0.90% 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 Creative Planning's position in VANGUARD MUN BD FD INC, 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 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.34% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Creative Planning 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,032,475 -1,068,772 -4.1% 0.90% $1.26B 2026-02-14 (Est.) $50.55
2025 Q3 REDUCED 26,101,247 -750,534 -2.8% 1.00% $1.31B 2025-11-14 $49.56
2025 Q2 ADDED 26,851,781 +702,763 +2.7% 1.12% $1.32B 2025-08-08 $47.77
2025 Q1 ADDED 26,149,018 +1,018,135 +4.1% 1.22% $1.30B 2025-05-15 $47.49
2024 Q4 ADDED 25,130,883 +167,497 +0.7% 1.23% $1.26B 2025-02-14 $48.26
2024 Q3 REDUCED 24,963,386 -637,648 -2.5% 1.26% $1.28B 2024-10-11 $48.23
2024 Q2 ADDED 25,601,034 +796,659 +3.2% 1.37% $1.28B 2024-08-15 $47.93
2024 Q1 ADDED 24,804,375 +50,023 +0.2% 1.39% $1.26B 2024-05-13 $47.17
2023 Q4 ADDED 24,754,352 +3,258,212 +15.2% 2.34% $1.26B 2024-02-14 $47.18
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Creative Planning and VTEB

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

How long has Creative Planning reported owning VTEB?

Creative Planning reported VTEB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTEB position in Creative Planning's portfolio?

The largest reported portfolio weight for VTEB was 2.34% in 2023 Q4.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2025 Q4, when Creative Planning reported 25,032,475 shares, equal to 0.90% of portfolio, with an estimated market value of $1.26B.

What does the chart on this VTEB ownership page compare?

The chart compares Creative Planning'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 Creative Planning time their VTEB position?

Based on 13F filing dates vs. subsequent VTEB price moves, Creative Planning correctly timed 25 out of 41 reported position changes (61%). The annualised alpha on VTEB relative to SPY over the holding period was -10.4%.

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