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Acima Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Acima Private Wealth’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 		$2.84M Buy
60,068
+5,569
+10% +$275K 0.83% 28
2026
Q2 		$2.76M Buy
54,499
+2,051
+4% +$103K 0.8% 26
2026
Q1 		$2.62M Buy
52,448
+994
+2% +$50.2K 0.82% 26
2025
Q4 		$2.59M Hold
51,454
– – 0.8% 26
2025
Q3 		$2.58M Buy
51,454
+1,024
+2% +$50.3K 0.81% 27
2025
Q2 		$2.47M Buy
50,430
+513
+1% +$25.1K 0.84% 27
2025
Q1 		$2.48M Sell
49,917
-3,218
-6% -$161K 0.89% 27
2024
Q4 		$2.66M Buy
53,135
+7,374
+16% +$373K 0.9% 26
2024
Q3 		$2.34M Buy
45,761
+5,023
+12% +$255K 0.78% 33
2024
Q2 		$2.04M Hold
40,738
– – 0.75% 29
2024
Q1 		$2.06M Buy
40,738
+2,169
+6% +$110K 0.76% 30
2023
Q4 		$1.97M Buy
38,569
+4,364
+13% +$214K 0.77% 30
2023
Q3 		$1.65M Hold
34,205
– – 0.73% 34
2023
Q2 		$1.72M Buy
34,205
+1,080
+3% +$54.3K 0.82% 33
2023
Q1 		$1.68M Buy
33,125
+11,347
+52% +$570K 0.82% 34
2022
Q4 		$1.08M Buy
21,778
+20,229
+1,306% +$989K 0.55% 47
2022
Q3 		$74.6K Hold
1,549
– – 0.04% 145
2022
Q2 		$77.3K Hold
1,549
– – 0.04% 147
2022
Q1 		$80K Hold
1,549
– – 0.04% 152
2021
Q4 		$85K Hold
1,549
– – 0.04% 154
2021
Q3 		$85K Hold
1,549
– – 0.04% 149
2021
Q2 		$86K Hold
1,549
– – 0.04% 147
2021
Q1 		$85K Hold
1,549
– – 0.04% 147
2020
Q4 		$85K Sell
1,549
-643
-29% -$35.1K 0.04% 144
2020
Q3 		$119K Hold
2,192
– – 0.07% 130
2020
Q2 		$119K Buy
+2,192
New +$117K 0.08% 138

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
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
LWM
Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Acima Private Wealth's VTEB Position: Q3 2026 in Review

Acima Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q3 2026, buying an estimated $275K and bringing the position to 60,068 shares worth $2.84M. The position accounts for 0.83% of the portfolio, ranked #28.

Acima Private Wealth first reported a position in VTEB in Q2 2020 and has held it in 26 quarters since. 195 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Acima Private Wealth held 60,068 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.84M as of Q3 2026.
  • Acima Private Wealth bought 5,569 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $275K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.83% of Acima Private Wealth's portfolio in Q3 2026, its #28 holding.
  • Acima Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 26 quarters since.
  • 195 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.