Alliance Wealth Advisors (Pennsylvania)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$1.18M	Hold	25,000	–	–	0.37%	37
2026 Q2	$1.26M	Hold	25,000	–	–	0.41%	38
2026 Q1	$1.25M	Hold	25,000	–	–	0.55%	30
2025 Q4	$1.26M	Hold	25,000	–	–	0.55%	33
2025 Q3	$1.25M	Hold	25,000	–	–	0.56%	32
2025 Q2	$1.23M	Sell	25,000 -3,000	-11%	-$147K	0.63%	27
2025 Q1	$1.39M	Hold	28,000	–	–	0.79%	23
2024 Q4	$1.4M	Hold	28,000	–	–	0.78%	23
2024 Q3	$1.43M	Hold	28,000	–	–	0.82%	26
2024 Q2	$1.4M	Hold	28,000	–	–	0.88%	22
2024 Q1	$1.42M	Buy	28,000 +9,500	+51%	+$482K	0.89%	24
2023 Q4	$944K	Hold	18,500	–	–	0.62%	32
2023 Q3	$890K	Hold	18,500	–	–	0.64%	33
2023 Q2	$929K	Hold	18,500	–	–	0.66%	32
2023 Q1	$937K	Hold	18,500	–	–	0.7%	30
2022 Q4	$916K	Buy	+18,500	New	+$904K	0.76%	31

Other funds holding VTEB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s VTEB Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 25,000 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #37.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VTEB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q3 2024. 282 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Alliance Wealth Advisors (Pennsylvania) held 25,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.18M as of Q3 2026.
Alliance Wealth Advisors (Pennsylvania) left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.37% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #37 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 16 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $1.43M in Q3 2024.
282 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.