VTEI β€” VANGUARD MUN BD FDS

Ownership history in Integrity Wealth Solutions LLC  Β·  4 quarters on record

AI Ownership Summary

Integrity Wealth Solutions LLC reported VANGUARD MUN BD FDS (VTEI) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.93% in 2025 Q2. The latest visible filing shows VTEI 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.

What this VTEI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Wealth Solutions 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

VTEI was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Integrity Wealth Solutions LLC held VTEI β€” position size vs. price
% of Fund (quarterly)    VTEI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,560 +3,316 +17.2% 0.90% $2.3M 2026-02-14 (Est.) $101.93
2025 Q3 REDUCED 19,244 -100 -0.5% 0.86% $1.9M 2025-11-06 $99.74
2025 Q2 ADDED 19,344 +12,644 +188.7% 0.93% $1.9M 2025-08-05 $96.81
2025 Q1 INITIATED 6,700 β€” β€” 0.36% $662K 2025-04-22 $94.30

FAQ About Integrity Wealth Solutions LLC and VTEI

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

How long has Integrity Wealth Solutions LLC reported owning VTEI?

Integrity Wealth Solutions LLC reported VTEI across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VTEI position in Integrity Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for VTEI was 0.93% in 2025 Q2.

What is the latest reported VTEI position on this page?

The most recent filing on this page is 2025 Q4, when Integrity Wealth Solutions LLC reported 22,560 shares, equal to 0.90% of portfolio, with an estimated market value of $2.3M.

What does the chart on this VTEI ownership page compare?

The chart compares Integrity Wealth Solutions LLC'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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