A4 Wealth Advisors
VTEB icon

A4 Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

A4 Wealth 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 		$1.44M Buy
30,418
+2,099
+7% +$104K 0.94% 25
2026
Q2 		$1.43M Buy
28,319
+10,098
+55% +$507K 0.95% 24
2026
Q1 		$909K Buy
18,221
+5,221
+40% +$264K 0.74% 33
2025
Q4 		$654K Buy
13,000
+3,369
+35% +$170K 0.57% 41
2025
Q3 		$482K Buy
+9,631
New +$473K 0.41% 70

Other funds holding VTEB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

A4 Wealth Advisors's VTEB Position: Q3 2026 in Review

A4 Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.4% in Q3 2026, buying an estimated $104K and bringing the position to 30,418 shares worth $1.44M. The position accounts for 0.94% of the portfolio, ranked #25.

A4 Wealth Advisors first reported a position in VTEB in Q3 2025 and has held it in 5 quarters since. 1,025 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • A4 Wealth Advisors held 30,418 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.44M as of Q3 2026.
  • A4 Wealth Advisors bought 2,099 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $104K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.94% of A4 Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • A4 Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 5 quarters since.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.