Catalyst Financial Partners
VTEB icon

Catalyst Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Catalyst Financial 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 		$2.82M Hold
59,485
– – 0.26% 48
2026
Q2 		$3.01M Sell
59,485
-7,310
-11% -$367K 0.3% 49
2026
Q1 		$3.33M Buy
66,795
+638
+1% +$32.2K 0.39% 38
2025
Q4 		$3.33M Sell
66,157
-1,591
-2% -$80.1K 0.37% 34
2025
Q3 		$3.39M Buy
67,748
+21,946
+48% +$1.08M 0.41% 31
2025
Q2 		$2.25M Buy
45,802
+38,441
+522% +$1.88M 0.25% 39
2025
Q1 		$365K Buy
7,361
+381
+5% +$19.1K 0.07% 186
2024
Q4 		$350K Buy
+6,980
New +$353K 0.07% 184
2024
Q1 		– Sell
-8,930
Closed -$456K – 233
2023
Q4 		$456K Sell
8,930
-2,670
-23% -$131K 0.13% 104
2023
Q3 		$558K Hold
11,600
– – 0.18% 80
2023
Q2 		$583K Hold
11,600
– – 0.21% 73
2023
Q1 		$588K Hold
11,600
– – 0.25% 66
2022
Q4 		$574K Buy
+11,600
New +$567K 0.3% 53

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Catalyst Financial Partners's VTEB Position: Q3 2026 in Review

Catalyst Financial Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 59,485 shares worth $2.82M. The position accounts for 0.26% of the portfolio, ranked #48.

Catalyst Financial Partners first reported a position in VTEB in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.39M in Q3 2025. 917 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Catalyst Financial Partners held 59,485 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.82M as of Q3 2026.
  • Catalyst Financial Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Catalyst Financial Partners's portfolio in Q3 2026, its #48 holding.
  • Catalyst Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 13 quarters since.
  • Catalyst Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.39M in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.