Able Wealth Management
VTEB icon

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

Able 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 		$271K Buy
+5,726
New +$282K 0.06% 121
2024
Q1 		– Sell
-265
Closed -$13.6K – 565
2023
Q4 		$13.6K Buy
+265
New +$13K 0.01% 239

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Able Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 5,726 shares worth $271K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in VTEB as recently as Q4 2023.

Able Wealth Management first reported a position in VTEB in Q4 2023 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Able Wealth Management held 5,726 shares of Vanguard Tax-Exempt Bond Index Fund worth $271K as of Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Able Wealth Management position in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Able Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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