SEC 13F Intelligence

Websterrogers Financial Advisors, LLC / VTEB

Websterrogers Financial Advisors, LLC’s Vanguard Mun Bd Fds Position

Does Websterrogers Financial Advisors, LLC own Vanguard Mun Bd Fds (VTEB)? Yes — 167.4K shares worth $8M (+2.17% of its 13F portfolio) as of Q2 2026, down from 189.0K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
167.4K
% of Portfolio
+2.17%
Quarters Held
23
currently held

Position History VTEB

Reported value by quarter
Q4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ3 ’21Q4 ’21: $7MQ1 ’22: $3MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $7MQ1 ’25: $8MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $9MQ1 ’26: $9MQ1 ’26Q2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026167.4K$8M+2.17%
Q1 2026189.0K$9M+2.70%
Q4 2025174.2K$9M+2.54%
Q3 2025152.8K$8M+2.29%
Q2 2025149.1K$7M+2.32%
Q1 2025155.7K$8M+2.64%
Q4 2024138.6K$7M+2.41%
Q3 2024120.3K$6M+2.15%
Q2 2024121.6K$6M+2.17%
Q1 2024120.9K$6M+2.18%
Q4 2023102.6K$5M+2.18%
Q3 202391.2K$4M+1.93%
Q2 202396.1K$5M+2.10%
Q1 202395.1K$5M+2.22%
Q4 202280.7K$4M+1.93%
Q3 202277.8K$4M+1.97%
Q2 202271.9K$4M+1.75%
Q1 202256.3K$3M+1.48%
Q4 2021124.8K$7M+1.55%
Q3 2021116.9K$6M+1.48%
Q2 2021114.6K$6M+1.52%
Q1 2021116.0K$6M+1.71%
Q4 2020114.5K$6M+1.84%

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