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

Aletheian 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	$1.04M	Buy	22,009 +200	+0.9%	+$9.86K	0.42%	40
2026 Q2	$1.1M	Hold	21,809	–	–	0.47%	40
2026 Q1	$1.09M	Buy	+21,809	New	+$1.1M	0.53%	37
2025 Q3	$1.47M	Sell	29,448 -4,623	-14%	-$227K	0.69%	31
2025 Q2	$1.67M	Hold	34,071	–	–	0.82%	25
2025 Q1	$1.69M	Sell	34,071 -905	-3%	-$45.3K	0.95%	25
2024 Q4	$1.75M	Sell	34,976 -1,919	-5%	-$97K	1.04%	23
2024 Q3	$1.89M	Sell	36,895 -855	-2%	-$43.3K	1.1%	21
2024 Q2	$1.89M	Sell	37,750 -2,985	-7%	-$149K	1%	26
2024 Q1	$2.06M	Sell	40,735 -660	-2%	-$33.5K	1.12%	25
2023 Q4	$2.11M	Buy	41,395 +12,295	+42%	+$603K	1.4%	17
2023 Q3	$1.4M	Buy	29,100 +3,243	+13%	+$161K	1.07%	25
2023 Q2	$1.3M	Sell	25,857 -591	-2%	-$29.7K	0.89%	29
2023 Q1	$1.34M	Sell	26,448 -10,340	-28%	-$519K	1.18%	20
2022 Q4	$1.82M	Sell	36,788 -61	-0.2%	-$2.98K	1.57%	15
2022 Q3	$1.77M	Sell	36,849 -5,581	-13%	-$279K	2.01%	16
2022 Q2	$2.12M	Buy	42,430 +32,639	+333%	+$1.64M	2.15%	13
2022 Q1	$505K	Buy	+9,791	New	+$521K	0.48%	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

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 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

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

Aletheian Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.92% in Q3 2026, buying an estimated $9.86K and bringing the position to 22,009 shares worth $1.04M. The position accounts for 0.42% of the portfolio, ranked #40.

Aletheian Wealth Advisors first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.12M in Q2 2022. 117 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Aletheian Wealth Advisors held 22,009 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.04M as of Q3 2026.
Aletheian Wealth Advisors bought 200 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $9.86K.
Vanguard Tax-Exempt Bond Index Fund made up 0.42% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
Aletheian Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.12M in Q2 2022.
117 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.