VTEB — VANGUARD MUN BD FDS

Ownership history in West Financial Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which West Financial Advisors, 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
10.5% (2023 Q3)
Avg. % of fund
9.78%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,074,039 -61,706 -5.4% 9.11% $54.0M $50.00
2025 Q3 REDUCED 1,135,745 -1,957 -0.2% 9.40% $56.9M $49.23
2025 Q2 ADDED 1,137,702 +51,680 +4.8% 9.71% $55.8M $47.80
2025 Q1 ADDED 1,086,022 +83,560 +8.3% 10.24% $53.9M $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% Astoria Strategic Wealth, Inc. 3Y 7.9% Luminvest Wealth Management LLC 7.43% REGIMEN WEALTH, LLC 3Y 6.56% 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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