SEC 13F Intelligence

Surience Private Wealth LLC / VTEB

Surience Private Wealth LLC’s Vanguard Mun Bd Fds Position

Does Surience Private Wealth LLC own Vanguard Mun Bd Fds (VTEB)? Yes41.2K shares worth $2M (+2.21% of its 13F portfolio) as of Q1 2026, up from 5.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
41.2K
% of Portfolio
+2.21%
Quarters Held
2
currently held

Position History VTEB

Reported value by quarter
Q4 ’25: $283,937Q4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.2K$2M+2.21%
Q4 20255.6K$283,937+0.30%

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