1900 Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

1900 Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.4M	Buy	535,280 +450,214	+529%	+$22.2M	1.37%	14
2026 Q2	$4.3M	Sell	85,066 -20,562	-19%	-$1.03M	0.24%	58
2026 Q1	$5.27M	Buy	105,628 +3,267	+3%	+$165K	0.34%	48
2025 Q4	$5.15M	Buy	102,361 +2,626	+3%	+$132K	0.33%	46
2025 Q3	$4.99M	Sell	99,735 -127,555	-56%	-$6.27M	0.34%	46
2025 Q2	$11.1M	Buy	227,290 +26,397	+13%	+$1.29M	0.84%	16
2025 Q1	$9.97M	Buy	200,893 +12,613	+7%	+$631K	0.83%	16
2024 Q4	$9.44M	Buy	188,280 +3,044	+2%	+$154K	0.79%	19
2024 Q3	$9.47M	Buy	185,236 +1,438	+0.8%	+$72.9K	0.81%	18
2024 Q2	$9.21M	Buy	183,798 +9,039	+5%	+$452K	0.86%	17
2024 Q1	$8.84M	Buy	174,759 +41,013	+31%	+$2.08M	0.81%	23
2023 Q4	$6.83M	Buy	+133,746	New	+$6.56M	0.63%	38

Other funds holding VTEB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

1900 Wealth Management's VTEB Position: Q3 2026 in Review

1900 Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 529% in Q3 2026, buying an estimated $22.2M and bringing the position to 535,280 shares worth $25.4M. The position accounts for 1.37% of the portfolio, ranked #14.

1900 Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

1900 Wealth Management held 535,280 shares of Vanguard Tax-Exempt Bond Index Fund worth $25.4M as of Q3 2026.
1900 Wealth Management bought 450,214 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $22.2M.
Vanguard Tax-Exempt Bond Index Fund made up 1.37% of 1900 Wealth Management's portfolio in Q3 2026, its #14 holding.
1900 Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.