Windsor Wealth Management, Inc. / VTEB
Windsor Wealth Management, Inc.’s Vanguard Mun Bd Fds Position
Does Windsor Wealth Management, Inc. own Vanguard Mun Bd Fds (VTEB)? Yes — 411.6K shares worth $20M (+3.63% of its 13F portfolio) as of Q3 2023, down from 419.1K shares the prior filed quarter.
Position Value
$20M
Q3 2023
Shares
411.6K
% of Portfolio
+3.63%
Quarters Held
19
currently held
Position History VTEB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 411.6K | $20M | +3.63% |
| Q2 2023 | 419.1K | $21M | +3.78% |
| Q1 2023 | 406.4K | $21M | +4.01% |
| Q4 2022 | 406.1K | $20M | +4.20% |
| Q3 2022 | 471.5K | $23M | +5.72% |
| Q2 2022 | 410.6K | $21M | +5.27% |
| Q1 2022 | 28.0K | $1M | +0.26% |
| Q4 2021 | 25.0K | $1M | +0.25% |
| Q3 2021 | 16.3K | $893,000 | +0.19% |
| Q2 2021 | 15.0K | $832,000 | +0.18% |
| Q1 2021 | 13.5K | $740,000 | +0.18% |
| Q4 2020 | 10.3K | $569,000 | +0.14% |
| Q3 2020 | 8.3K | $451,000 | +0.13% |
| Q2 2020 | 15.6K | $845,000 | +0.27% |
| Q1 2020 | 15.6K | $826,000 | +0.33% |
| Q4 2019 | 15.6K | $836,000 | +0.31% |
| Q3 2019 | 15.6K | $837,000 | +0.36% |
| Q2 2019 | 15.6K | $826,000 | +0.36% |
| Q1 2019 | 15.6K | $814,000 | +0.46% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windsor Wealth Management, Inc.’s full portfolio or all institutional holders of VTEB.