VTEB — VANGUARD MUN BD FDS

Ownership history in REGIMEN WEALTH, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in VANGUARD MUN BD FDS (VTEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.61% (2025 Q2)
Avg. % of fund
2.44%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 445,880 +9,879 +2.3% 6.56% $22.4M $50.00
2025 Q3 ADDED 436,001 +1,682 +0.4% 6.48% $21.8M $49.23
2025 Q2 ADDED 434,319 +400,759 +1194.2% 6.61% $21.3M $47.80
2025 Q1 REDUCED 33,560 -1,431 -4.1% 0.54% $1.7M $47.98
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTEB price (monthly, adj. close)

Other funds also holding VTEB

As of 2025 Q4 — sorted by position size

Lexington Hill Partners, LLC 14.97% ATMOS ADVISORY, LLC 3Y 11.78% Sunflower Bank, N.A. 3Y 11.08% Ackerman Capital Advisors, LLC 3Y 7Y 9.9% West Financial Advisors, LLC 3Y 9.11% Astoria Strategic Wealth, Inc. 3Y 7.9% Luminvest Wealth Management LLC 7.43% Heritage Investment Group, Inc. 3Y 6.41% ASPIRIANT, LLC 3Y 7Y 6.22% Fort Point Capital Partners LLC 3Y 7Y 5.88%
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