SEC 13F Intelligence

Motive Wealth Advisors / VTEB

Motive Wealth Advisors’s Vanguard Mun Bd Fds Position

Does Motive Wealth Advisors own Vanguard Mun Bd Fds (VTEB)? Yes66.8K shares worth $3M (+1.57% of its 13F portfolio) as of Q1 2026, up from 65.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
66.8K
% of Portfolio
+1.57%
Quarters Held
18
currently held

Position History VTEB

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $5MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $920,885Q2 ’23Q3 ’23: $1MQ4 ’23: $416,058Q1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.8K$3M+1.57%
Q4 202565.6K$3M+1.40%
Q3 202565.2K$3M+1.41%
Q2 202585.0K$4M+1.90%
Q1 202594.2K$5M+2.50%
Q4 202458.5K$3M+1.58%
Q3 202459.7K$3M+1.80%
Q2 202459.7K$3M+1.80%
Q1 202441.5K$2M+1.27%
Q4 20238.2K$416,058+0.48%
Q3 202322.2K$1M+1.17%
Q2 202318.3K$920,885+0.95%
Q1 202337.3K$2M+2.07%
Q4 202269.1K$3M+2.61%
Q3 202294.0K$5M+3.67%
Q2 202249.3K$2M+1.94%
Q1 202259.3K$3M+2.09%
Q4 2021163.0K$9M+5.39%

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