Baldwin Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Baldwin Wealth Partners’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	$259K	Hold	5,465	–	–	0.02%	202
2026 Q2	$276K	Hold	5,465	–	–	0.02%	194
2026 Q1	$273K	Hold	5,465	–	–	0.02%	190
2025 Q4	$275K	Buy	+5,465	New	+$275K	0.02%	211
2024 Q4	–	Sell	-5,465	Closed	-$279K	–	1011
2024 Q3	$279K	Buy	+5,465	New	+$277K	0.02%	281
2024 Q2	–	Sell	-5,465	Closed	-$277K	–	824
2024 Q1	$277K	Buy	5,465 +885	+19%	+$44.9K	0.02%	186
2023 Q4	$234K	Hold	4,580	–	–	0.02%	199
2023 Q3	$220K	Hold	4,580	–	–	0.02%	212
2023 Q2	$230K	Hold	4,580	–	–	0.02%	226
2023 Q1	$232K	Buy	+4,580	New	+$230K	0.02%	225

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

Baldwin Wealth Partners's VTEB Position: Q3 2026 in Review

Baldwin Wealth Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 5,465 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #202.

Baldwin Wealth Partners first reported a position in VTEB in Q1 2023 and has held it in 10 quarters since. The position peaked at $279K in Q3 2024. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Baldwin Wealth Partners held 5,465 shares of Vanguard Tax-Exempt Bond Index Fund worth $259K as of Q3 2026.
Baldwin Wealth Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #202 holding.
Baldwin Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 10 quarters since.
Baldwin Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $279K in Q3 2024.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.