4Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

4Wealth Advisors’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	$556K	Buy	11,841 +39	+0.3%	+$1.92K	0.38%	64
2026 Q2	$598K	Sell	11,802 -10	-0.1%	-$503	0.46%	67
2026 Q1	$588K	Hold	11,812	–	–	0.5%	70
2025 Q4	$594K	Sell	11,812 -1,557	-12%	-$78.3K	0.51%	68
2025 Q3	$669K	Hold	13,369	–	–	0.6%	59
2025 Q2	$655K	Buy	13,369 +470	+4%	+$23K	0.67%	47
2025 Q1	$640K	Sell	12,899 -8,878	-41%	-$444K	0.7%	40
2024 Q4	$1.09M	Buy	+21,777	New	+$1.1M	1.09%	24

Other funds holding VTEB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

4Wealth Advisors's VTEB Position: Q3 2026 in Review

4Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.33% in Q3 2026, buying an estimated $1.92K and bringing the position to 11,841 shares worth $556K. The position accounts for 0.38% of the portfolio, ranked #64.

4Wealth Advisors first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2024. 894 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

4Wealth Advisors held 11,841 shares of Vanguard Tax-Exempt Bond Index Fund worth $556K as of Q3 2026.
4Wealth Advisors bought 39 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.92K.
Vanguard Tax-Exempt Bond Index Fund made up 0.38% of 4Wealth Advisors's portfolio in Q3 2026, its #64 holding.
4Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.09M in Q4 2024.
894 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.