Catalyst Private Wealth
VTEB icon

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
Q3 		$1.55M Buy
32,754
+24,859
+315% +$1.23M 0.65% 34
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

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
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Catalyst Private Wealth's VTEB Position: Q3 2026 in Review

Catalyst Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 315% in Q3 2026, buying an estimated $1.23M and bringing the position to 32,754 shares worth $1.55M. The position accounts for 0.65% of the portfolio, ranked #34.

Catalyst Private Wealth first reported a position in VTEB in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.02M in Q3 2023. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Catalyst Private Wealth held 32,754 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.55M as of Q3 2026.
  • Catalyst Private Wealth bought 24,859 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.23M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.65% of Catalyst Private Wealth's portfolio in Q3 2026, its #34 holding.
  • Catalyst Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 15 quarters since.
  • Catalyst Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.02M in Q3 2023.
  • 665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.