W ADVISORS, LLC VTEB — VANGUARD MUN BD FDS

Ownership history in W ADVISORS, LLC  ·  11 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported VANGUARD MUN BD FDS (VTEB) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.37% in 2023 Q4. The latest visible filing shows VTEB at 0.62% 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 W ADVISORS, 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
2026 Q1

VTEB was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% 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 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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,346 -15 -0.1% 0.62% $1.2M 2026-04-29 $50.15
2025 Q4 REDUCED — — — 24,361 -1,274 -5.0% 0.62% $1.2M 2026-02-13 $50.40
2025 Q3 ADDED — — — 25,635 +495 +2.0% 0.68% $1.3M 2025-11-14 $49.42
2025 Q2 REDUCED 12.7% +3.0% ❌ 25,140 -3,673 -12.7% 0.71% $1.2M 2025-08-07 $47.63
2025 Q1 ADDED — — — 28,813 +1,310 +4.8% 0.89% $1.4M 2025-05-13 $47.38
2024 Q4 REDUCED 17.1% -0.5% ✅ 27,503 -5,673 -17.1% 0.85% $1.4M 2025-01-22 $47.84
2024 Q3 REDUCED 7.9% -0.8% ✅ 33,176 -2,854 -7.9% 1.04% $1.7M 2024-10-28 $47.77
2024 Q2 ADDED — — — 36,030 +4,714 +15.1% 1.18% $1.8M 2024-08-06 $47.95
2024 Q1 REDUCED 13.7% -0.3% ✅ 31,316 -4,954 -13.7% 1.09% $1.6M 2024-04-25 $46.46
2023 Q4 ADDED — — — 36,270 +15,260 +72.6% 1.37% $1.9M 2024-02-06 $47.01
1 older quarter 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% Ackerman Capital Advisors, LLC 3Y 7Y 9.78% 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%

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning VTEB?

W ADVISORS, LLC reported VTEB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTEB position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VTEB was 1.37% in 2023 Q4.

What is the latest reported VTEB position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 24,346 shares, equal to 0.62% of portfolio, with an estimated market value of $1.2M.

What does the chart on this VTEB ownership page compare?

The chart compares W ADVISORS, 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.

How well did W ADVISORS, LLC time their VTEB position?

Based on 13F filing dates vs. subsequent VTEB price moves, W ADVISORS, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on VTEB relative to SPY over the holding period was -15.0%.

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