SEC 13F Intelligence

My Legacy Advisors, LLC / VTEB

My Legacy Advisors, LLC’s Vanguard Mun Bd Fds Position

Does My Legacy Advisors, LLC own Vanguard Mun Bd Fds (VTEB)? Yes95.1K shares worth $5M (+1.66% of its 13F portfolio) as of Q2 2025, up from 72.9K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
95.1K
% of Portfolio
+1.66%
Quarters Held
13
currently held

Position History VTEB

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $1MQ3 ’22: $636,000Q3 ’22Q4 ’22: $555,904Q1 ’23: $449,286Q1 ’23Q2 ’23: $280,613Q3 ’23: $3MQ3 ’23Q4 ’23: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202595.1K$5M+1.66%
Q1 202572.9K$4M+1.40%
Q4 202463.8K$3M+1.23%
Q3 202457.6K$3M+1.16%
Q2 202474.9K$4M+1.27%
Q4 202375.4K$4M+1.39%
Q3 202368.3K$3M+1.32%
Q2 20235.6K$280,613+0.11%
Q1 20238.8K$449,286+0.19%
Q4 202210.9K$555,904+0.24%
Q3 202213.1K$636,000+0.32%
Q2 202225.0K$1M+0.63%
Q1 202253.1K$3M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See My Legacy Advisors, LLC’s full portfolio or all institutional holders of VTEB.