Catalyst Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Catalyst Private Wealth’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 Q2	$399K	Buy	7,895 +2,163	+38%	+$109K	0.19%	58
2026 Q1	$286K	Buy	5,732 +490	+9%	+$24.7K	0.15%	66
2025 Q4	$264K	Buy	+5,242	New	+$264K	0.12%	74
2025 Q2	–	Sell	-56,857	Closed	-$2.82M	–	85
2025 Q1	$2.82M	Buy	56,857 +47,194	+488%	+$2.36M	1.37%	16
2024 Q4	$484K	Buy	9,663 +4,131	+75%	+$209K	0.22%	53
2024 Q3	$283K	Sell	5,532 -9,723	-64%	-$493K	0.14%	70
2024 Q2	$764K	Buy	15,255 +11,032	+261%	+$552K	0.4%	38
2024 Q1	$214K	Sell	4,223 -20,414	-83%	-$1.03M	0.11%	70
2023 Q4	$1.26M	Sell	24,637 -100,476	-80%	-$4.93M	0.59%	31
2023 Q3	$6.02M	Buy	125,113 +117,171	+1,475%	+$5.8M	3.56%	5
2023 Q2	$399K	Buy	7,942 +43	+0.5%	+$2.16K	0.25%	53
2023 Q1	$400K	Hold	7,899	–	–	0.28%	57
2022 Q4	$391K	Buy	+7,899	New	+$386K	0.32%	54
2020 Q4	–	Sell	-377	Closed	-$21K	–	283
2020 Q3	$21K	Buy	+377	New	+$20.6K	0.02%	166

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Catalyst Private Wealth's VTEB Position: Q2 2026 in Review

Catalyst Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 38% in Q2 2026, buying an estimated $109K and bringing the position to 7,895 shares worth $399K. The position accounts for 0.19% of the portfolio, ranked #58.

Catalyst Private Wealth first reported a position in VTEB in Q3 2020 and has held it in 14 quarters since. The position peaked at $6.02M in Q3 2023. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Catalyst Private Wealth held 7,895 shares of Vanguard Tax-Exempt Bond Index Fund worth $399K as of Q2 2026.
Catalyst Private Wealth bought 2,163 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $109K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Catalyst Private Wealth's portfolio in Q2 2026, its #58 holding.
Catalyst Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 14 quarters since.
Catalyst Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.02M in Q3 2023.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.