Boston Standard Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Boston Standard 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	$30.6M	Buy	+645,412	New	+$31.8M	4.39%	5

Other funds holding VTEB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Boston Standard Wealth Management's VTEB Position: Q3 2026 in Review

Boston Standard Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 645,412 shares worth $30.6M. The stake represents 4.39% of the portfolio and ranks #5 among its holdings.

60 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Boston Standard Wealth Management held 645,412 shares of Vanguard Tax-Exempt Bond Index Fund worth $30.6M as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Boston Standard Wealth Management position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 4.39% of Boston Standard Wealth Management's portfolio in Q3 2026, its #5 holding.
60 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.