SEC 13F Intelligence

Vested Financial Planning, LLC / VTEB

Vested Financial Planning, LLC’s Vanguard Mun Bd Fds Position

Does Vested Financial Planning, LLC own Vanguard Mun Bd Fds (VTEB)? Yes — 134.6K shares worth $7M (+5.12% of its 13F portfolio) as of Q1 2026, up from 110.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
134.6K
% of Portfolio
+5.12%
Quarters Held
6
currently held

Position History VTEB

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026134.6K$7M+5.12%
Q4 2025110.1K$6M+4.26%
Q3 2025102.3K$5M+4.15%
Q2 2025103.4K$5M+4.51%
Q1 202585.6K$4M+4.24%
Q4 202485.3K$4M+4.05%

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