VTEI β€” VANGUARD MUN BD FDS

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  6 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported VANGUARD MUN BD FDS (VTEI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows VTEI at 0.01% 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 VTEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private 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

VTEI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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.

How DiNuzzo Private Wealth, Inc. held VTEI β€” position size vs. price
% of Fund (quarterly)    VTEI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 878 +50 +6.0% 0.01% $88K 2026-04-08 $100.48
2025 Q4 ADDED 828 +99 +13.6% 0.01% $84K 2026-01-16 $100.73
2025 Q3 UNCHANGED 729 β€” 0% 0.01% $72K 2025-10-14 $99.03
2025 Q2 ADDED 729 +253 +53.2% 0.01% $72K 2025-07-17 $95.85
2025 Q1 ADDED 476 +50 +11.7% 0.01% $47K 2025-04-25 $94.83
2024 Q4 INITIATED 426 β€” β€” 0.01% $42K 2025-01-23 $95.54

FAQ About DiNuzzo Private Wealth, Inc. and VTEI

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

How long has DiNuzzo Private Wealth, Inc. reported owning VTEI?

DiNuzzo Private Wealth, Inc. reported VTEI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VTEI position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for VTEI was 0.01% in 2026 Q1.

What is the latest reported VTEI position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 878 shares, equal to 0.01% of portfolio, with an estimated market value of $88K.

What does the chart on this VTEI ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly VTEI 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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