SEC 13F Intelligence

Olio Financial Planning / VTEB

Olio Financial Planning’s Vanguard Mun Bd Fds Position

Does Olio Financial Planning own Vanguard Mun Bd Fds (VTEB)? Yes88.7K shares worth $4M (+1.23% of its 13F portfolio) as of Q1 2026, up from 85.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
88.7K
% of Portfolio
+1.23%
Quarters Held
18
currently held

Position History VTEB

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $5MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.7K$4M+1.23%
Q4 202585.1K$4M+1.20%
Q3 202582.6K$4M+1.21%
Q2 202595.4K$5M+1.48%
Q1 202568.3K$3M+1.17%
Q4 202468.9K$3M+1.21%
Q3 202474.7K$4M+1.60%
Q2 202474.4K$4M+1.60%
Q1 202474.7K$4M+1.60%
Q4 202374.9K$4M+1.60%
Q3 202373.9K$4M+1.67%
Q2 202374.6K$4M+1.78%
Q1 202367.1K$3M+1.76%
Q4 202264.3K$3M+1.73%
Q3 202260.8K$3M+1.74%
Q2 202267.8K$3M+1.90%
Q1 202220.7K$1M+0.61%
Q4 202119.0K$1M+0.62%

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