Boyd Wealth Management
VTEB icon

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

Boyd 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 		$1.01M Hold
21,259
– – 0.35% 30
2026
Q2 		$1.08M Sell
21,259
-5,064
-19% -$254K 0.41% 25
2026
Q1 		$1.31M Hold
26,323
– – 0.56% 24
2025
Q4 		$1.32M Sell
26,323
-10,869
-29% -$547K 0.56% 24
2025
Q3 		$1.86M Hold
37,192
– – 0.8% 22
2025
Q2 		$1.82M Sell
37,192
-2,610
-7% -$128K 0.79% 21
2025
Q1 		$1.97M Buy
39,802
+9,395
+31% +$470K 0.98% 16
2024
Q4 		$1.52M Buy
30,407
+2,440
+9% +$123K 0.75% 20
2024
Q3 		$1.43M Sell
27,967
-4,998
-15% -$253K 0.72% 22
2024
Q2 		$1.65M Sell
32,965
-6,215
-16% -$311K 0.91% 19
2024
Q1 		$1.98M Buy
39,180
+5,152
+15% +$261K 1.13% 17
2023
Q4 		$1.74M Buy
34,028
+2,049
+6% +$100K 1.08% 17
2023
Q3 		$1.54M Buy
31,979
+2,146
+7% +$106K 1.03% 18
2023
Q2 		$1.5M Sell
29,833
-8,644
-22% -$434K 0.91% 19
2023
Q1 		$1.95M Sell
38,477
-2,485
-6% -$125K 1.35% 15
2022
Q4 		$2.03M Buy
+40,962
New +$2M 1.49% 16
2022
Q3 		– Sell
-18,158
Closed -$906K – 44
2022
Q2 		$906K Buy
+18,158
New +$910K 0.74% 20

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Boyd Wealth Management's VTEB Position: Q3 2026 in Review

Boyd Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 21,259 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #30.

Boyd Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.03M in Q4 2022. 574 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Boyd Wealth Management held 21,259 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.01M as of Q3 2026.
  • Boyd Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.35% of Boyd Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Boyd Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Boyd Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.03M in Q4 2022.
  • 574 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.