RAYMOND JAMES & ASSOCIATES VTEB — VANGUARD MUN BD FD INC

Ownership history in RAYMOND JAMES & ASSOCIATES  ·  36 quarters on record

AI Ownership Summary

RAYMOND JAMES & ASSOCIATES reported VANGUARD MUN BD FD INC (VTEB) in 36 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.66% in 2023 Q4. The latest visible filing shows VTEB at 0.56% 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 RAYMOND JAMES & ASSOCIATES'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
2024 Q3

VTEB was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% 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 2024 Q3

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 RAYMOND JAMES & ASSOCIATES fund profile RAYMOND JAMES & ASSOCIATES full holdings
How RAYMOND JAMES & ASSOCIATES 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 17,969,381 +75,969 +0.4% 0.56% $918.6M 2024-11-14 (Est.) $47.92
2024 Q2 ADDED — — — 17,893,412 +255,949 +1.5% 0.59% $896.6M 2024-07-19 $47.45
2024 Q1 ADDED — — — 17,637,463 +403,508 +2.3% 0.61% $892.5M 2024-04-22 $46.67
2023 Q4 ADDED — — — 17,233,955 +267,300 +1.6% 0.66% $879.8M 2024-01-16 $47.14
32 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

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 RAYMOND JAMES & ASSOCIATES and VTEB

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

How long has RAYMOND JAMES & ASSOCIATES reported owning VTEB?

RAYMOND JAMES & ASSOCIATES reported VTEB across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported VTEB position in RAYMOND JAMES & ASSOCIATES's portfolio?

The largest reported portfolio weight for VTEB was 0.66% in 2023 Q4.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2024 Q3, when RAYMOND JAMES & ASSOCIATES reported 17,969,381 shares, equal to 0.56% of portfolio, with an estimated market value of $918.6M.

What does the chart on this VTEB ownership page compare?

The chart compares RAYMOND JAMES & ASSOCIATES'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 RAYMOND JAMES & ASSOCIATES time their VTEB position?

Based on 13F filing dates vs. subsequent VTEB price moves, RAYMOND JAMES & ASSOCIATES correctly timed 22 out of 35 reported position changes (63%).

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