Ariston Services Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ariston Services 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 Q3	$695K	Sell	14,666 -613	-4%	-$30.2K	0.39%	28
2026 Q2	$773K	Buy	+15,279	New	+$768K	0.43%	23
2026 Q1	–	Sell	-15,279	Closed	-$771K	–	22
2025 Q4	$768K	Buy	15,279 +3,982	+35%	+$200K	0.45%	23
2025 Q3	$566K	Buy	11,297 +490	+5%	+$24.1K	0.34%	28
2025 Q2	$530K	Buy	10,807 +56	+0.5%	+$2.74K	0.38%	28
2025 Q1	$533K	Buy	10,751 +3,956	+58%	+$198K	0.45%	24
2024 Q4	$341K	Buy	+6,795	New	+$344K	0.3%	32

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

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

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Ariston Services Group's VTEB Position: Q3 2026 in Review

Ariston Services Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4% in Q3 2026, selling an estimated $30.2K and leaving 14,666 shares worth $695K. The position accounts for 0.39% of the portfolio, ranked #28.

Ariston Services Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $773K in Q2 2026. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Ariston Services Group held 14,666 shares of Vanguard Tax-Exempt Bond Index Fund worth $695K as of Q3 2026.
Ariston Services Group sold 613 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $30.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Ariston Services Group's portfolio in Q3 2026, its #28 holding.
Ariston Services Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Ariston Services Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $773K in Q2 2026.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.