Clean Yield Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clean Yield Group’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	$93.5K	Hold	1,974	–	–	0.02%	205
2026 Q2	$100K	Hold	1,974	–	–	0.02%	196
2026 Q1	$98.5K	Hold	1,974	–	–	0.03%	180
2025 Q4	$99.3K	Hold	1,974	–	–	0.03%	173
2025 Q3	$98.8K	Buy	+1,974	New	+$97K	0.03%	173
2022 Q4	–	Sell	-3,098	Closed	-$149K	–	496
2022 Q3	$149K	Sell	3,098 -1,000	-24%	-$50K	0.07%	144
2022 Q2	$205K	Sell	4,098 -3,000	-42%	-$150K	0.08%	131
2022 Q1	$366K	Sell	7,098 -2,500	-26%	-$133K	0.13%	104
2021 Q4	$527K	Hold	9,598	–	–	0.17%	92
2021 Q3	$526K	Hold	9,598	–	–	0.17%	90
2021 Q2	$531K	Hold	9,598	–	–	0.18%	83
2021 Q1	$524K	Hold	9,598	–	–	0.2%	80
2020 Q4	$530K	Buy	+9,598	New	+$524K	0.19%	79

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Clean Yield Group's VTEB Position: Q3 2026 in Review

Clean Yield Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 1,974 shares worth $93.5K. The position accounts for 0.02% of the portfolio, ranked #205.

Clean Yield Group first reported a position in VTEB in Q4 2020 and has held it in 13 quarters since. The position peaked at $531K in Q2 2021. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Clean Yield Group held 1,974 shares of Vanguard Tax-Exempt Bond Index Fund worth $93.5K as of Q3 2026.
Clean Yield Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #205 holding.
Clean Yield Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 13 quarters since.
Clean Yield Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $531K in Q2 2021.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.