VTEB — VANGUARD MUN BD FDS

Ownership history in Forum Private Client Group LLC  ·  13 quarters on record

AI Ownership Summary

Forum Private Client Group LLC reported VANGUARD MUN BD FDS (VTEB) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q4. The latest visible filing shows VTEB at 0.60% 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 Forum Private Client Group LLC'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
2025 Q4

VTEB was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 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.

VTEB stock page Forum Private Client Group LLC fund profile Forum Private Client Group LLC full holdings
How Forum Private Client Group LLC held VTEB — position size vs. price
% of Fund (quarterly)    VTEB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 34,941 +2,707 +8.4% 0.60% $1.8M 2026-02-14 (Est.) $50.55
2025 Q3 ADDED 32,234 +3,267 +11.3% 0.58% $1.6M 2025-11-05 $49.59
2025 Q2 ADDED 28,967 +3,634 +14.3% 0.55% $1.4M 2025-08-12 $47.85
2025 Q1 ADDED 25,333 +2,084 +9.0% 0.55% $1.3M 2025-05-01 $47.48
2024 Q4 ADDED 23,249 +2,023 +9.5% 0.50% $1.1M 2025-02-13 $48.21
2024 Q3 ADDED 21,226 +1,020 +5.0% 0.48% $1.1M 2024-11-12 $48.02
2024 Q2 ADDED 20,206 +4,453 +28.3% 0.48% $1.0M 2024-08-13 $48.01
2024 Q1 ADDED 15,753 +7,219 +84.6% 0.39% $797K 2024-05-15 $47.27
2023 Q4 ADDED 8,534 +1,109 +14.9% 0.23% $436K 2024-01-19 $46.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTEB

As of 2026 Q1 — sorted by position size

Beacon Wealthcare LLC 3Y 2.87% Stairway Partners, LLC 3Y 7Y 0.94% Cassady Wealth & Retirement Planning, LLC 0.63% Horizons Wealth Management 3Y 0.54% COLLECTIVE FAMILY OFFICE LLC 3Y 0.47% Coastline Trust Co 3Y 7Y 0.22% Hamrick Investment Counsel, llc 0.13% Rise Advisors, LLC 3Y 0.1% Aspen Wealth Management LLC 3Y 0.05% Investors Research Corp 3Y 7Y 0.0%

FAQ About Forum Private Client Group LLC and VTEB

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

How long has Forum Private Client Group LLC reported owning VTEB?

Forum Private Client Group LLC reported VTEB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTEB position in Forum Private Client Group LLC's portfolio?

The largest reported portfolio weight for VTEB was 0.60% in 2025 Q4.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2025 Q4, when Forum Private Client Group LLC reported 34,941 shares, equal to 0.60% of portfolio, with an estimated market value of $1.8M.

What does the chart on this VTEB ownership page compare?

The chart compares Forum Private Client Group LLC'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.

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