PLANNING DIRECTIONS INC VTEB — VANGUARD MUN BD FDS

Ownership history in PLANNING DIRECTIONS INC  ·  7 quarters on record

AI Ownership Summary

PLANNING DIRECTIONS INC reported VANGUARD MUN BD FDS (VTEB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q3. The latest visible filing shows VTEB at 0.32% 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 VTEB ownership page tells you

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

VTEB was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

VTEB stock page PLANNING DIRECTIONS INC fund profile PLANNING DIRECTIONS INC full holdings
How PLANNING DIRECTIONS INC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,640 -5,911 -31.9% 0.32% $631K 2026-04-15 $50.12
2025 Q4 ADDED — — — 18,551 +207 +1.1% 0.47% $933K 2026-01-21 $49.94
2025 Q3 ADDED — — — 18,344 +154 +0.8% 0.48% $918K 2025-11-13 $49.52
2025 Q2 ADDED — — — 18,190 +151 +0.8% 0.50% $892K 2025-08-01 $47.60
2025 Q1 ADDED — — — 18,039 +96 +0.5% 0.38% $895K 2025-04-30 $47.43
2024 Q4 ADDED — — — 17,943 +187 +1.1% 0.52% $899K 2025-02-06 $48.23
2024 Q3 INITIATED — — — 17,756 — — 0.54% $908K 2024-11-07 $47.64

🏢 Other funds also holding VTEB

As of 2026 Q1 — sorted by position size

Lexington Hill Partners, LLC 20.37% BAKER BOYER NATIONAL BANK 3Y 7Y 17.57% ATMOS ADVISORY, LLC 3Y 12.41% Sunflower Bank, N.A. 3Y 11.4% Mallini Complete Financial Planning LLC 10.15% West Financial Advisors, LLC 3Y 9.27% Astoria Strategic Wealth, Inc. 3Y 8.17% Topsail Wealth Management, LLC 8.1% Xena Financial Planning, LLC 7.68% Luminvest Wealth Management LLC 7.08%

FAQ About PLANNING DIRECTIONS INC and VTEB

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

How long has PLANNING DIRECTIONS INC reported owning VTEB?

PLANNING DIRECTIONS INC reported VTEB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VTEB position in PLANNING DIRECTIONS INC's portfolio?

The largest reported portfolio weight for VTEB was 0.54% in 2024 Q3.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2026 Q1, when PLANNING DIRECTIONS INC reported 12,640 shares, equal to 0.32% of portfolio, with an estimated market value of $631K.

What does the chart on this VTEB ownership page compare?

The chart compares PLANNING DIRECTIONS INC'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 PLANNING DIRECTIONS INC time their VTEB position?

Based on 13F filing dates vs. subsequent VTEB price moves, PLANNING DIRECTIONS INC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on VTEB relative to SPY over the holding period was -8.6%.

← Back to PLANNING DIRECTIONS INC Holdings