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Altiora Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Altiora Financial Group’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
Q1 		$13.5M Buy
270,029
+65,551
+32% +$3.31M 2.22% 14
2025
Q4 		$10.3M Buy
204,478
+16,648
+9% +$838K 1.77% 15
2025
Q3 		$9.4M Buy
187,830
+13,637
+8% +$670K 1.72% 15
2025
Q2 		$8.54M Buy
174,193
+323
+0.2% +$15.8K 1.67% 15
2025
Q1 		$8.63M Buy
173,870
+14,927
+9% +$747K 1.83% 15
2024
Q4 		$7.97M Buy
158,943
+360
+0.2% +$18.2K 1.73% 15
2024
Q3 		$8.11M Hold
158,583
– – 1.79% 14
2024
Q2 		$7.95M Buy
158,583
+148,130
+1,417% +$7.41M 1.91% 13
2024
Q1 		$529K Hold
10,453
– – 0.14% 53
2023
Q4 		$534K Buy
+10,453
New +$513K 0.15% 52

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altiora Financial Group's VTEB Position: Q1 2026 in Review

Altiora Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q1 2026, buying an estimated $3.31M and bringing the position to 270,029 shares worth $13.5M. The position accounts for 2.22% of the portfolio, ranked #14.

Altiora Financial Group first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Altiora Financial Group held 270,029 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.5M as of Q1 2026.
  • Altiora Financial Group bought 65,551 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $3.31M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.22% of Altiora Financial Group's portfolio in Q1 2026, its #14 holding.
  • Altiora Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.