Baker Tilly Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Baker Tilly Wealth Management’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	$822K	Buy	17,363 +2,000	+13%	+$98.6K	0.16%	113
2026 Q2	$777K	Hold	15,363	–	–	0.17%	121
2026 Q1	$766K	Buy	15,363 +2,299	+18%	+$116K	0.19%	114
2025 Q4	$657K	Sell	13,064 -8,463	-39%	-$426K	0.16%	132
2025 Q3	$1.08M	Buy	+21,527	New	+$1.06M	0.24%	73
2024 Q1	–	Sell	-4,360	Closed	-$223K	–	473
2023 Q4	$223K	Sell	4,360 -988	-18%	-$48.4K	0.04%	434
2023 Q3	$257K	Sell	5,348 -3,315	-38%	-$164K	0.04%	391
2023 Q2	$435K	Buy	8,663 +1,162	+15%	+$58.4K	0.05%	374
2023 Q1	$380K	Buy	+7,501	New	+$377K	0.04%	402

Other funds holding VTEB

WPC

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Baker Tilly Wealth Management's VTEB Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q3 2026, buying an estimated $98.6K and bringing the position to 17,363 shares worth $822K. The position accounts for 0.16% of the portfolio, ranked #113.

Baker Tilly Wealth Management first reported a position in VTEB in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2025. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Baker Tilly Wealth Management held 17,363 shares of Vanguard Tax-Exempt Bond Index Fund worth $822K as of Q3 2026.
Baker Tilly Wealth Management bought 2,000 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $98.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #113 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 9 quarters since.
Baker Tilly Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.08M in Q3 2025.
88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.