SEC 13F Intelligence

Eagle Ridge Investment Management / VTEB

Eagle Ridge Investment Management’s Vanguard Mun Bd Fds Position

Does Eagle Ridge Investment Management own Vanguard Mun Bd Fds (VTEB)? Yes312.5K shares worth $16M (+1.37% of its 13F portfolio) as of Q4 2024, down from 319.2K shares the prior filed quarter.

Position Value
$16M
Q4 2024
Shares
312.5K
% of Portfolio
+1.37%
Quarters Held
25
currently held

Position History VTEB

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $14MQ3 ’22: $10MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $16MQ4 ’24: $16MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024312.5K$16M+1.37%
Q3 2024319.2K$16M+1.43%
Q2 2024299.6K$15M+1.39%
Q1 2024289.8K$15M+1.35%
Q4 2023275.5K$14M+1.38%
Q3 2023243.2K$12M+1.28%
Q2 2023231.2K$12M+1.22%
Q1 2023225.4K$11M+1.28%
Q4 2022221.2K$11M+1.28%
Q3 2022212.3K$10M+1.28%
Q2 2022285.7K$14M+1.72%
Q1 2022275.4K$14M+1.51%
Q4 2021260.5K$14M+1.50%
Q3 2021232.4K$13M+1.42%
Q2 2021204.0K$11M+1.31%
Q1 2021187.0K$10M+1.24%
Q4 2020121.2K$7M+0.85%
Q3 2020117.3K$6M+0.89%
Q2 202092.8K$5M+0.76%
Q1 202094.4K$5M+0.87%
Q4 201988.8K$5M+0.64%
Q3 201987.1K$5M+0.68%
Q2 201987.6K$5M+0.67%
Q1 201984.6K$4M+0.65%
Q4 201842.4K$2M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of VTEB.