Clune & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clune & Associates’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	$607K	Sell	12,826 -5,269	-29%	-$260K	0.09%	104
2026 Q2	$915K	Buy	18,095 +151	+0.8%	+$7.59K	0.14%	86
2026 Q1	$895K	Buy	17,944 +102	+0.6%	+$5.15K	0.17%	95
2025 Q4	$897K	Sell	17,842 -136	-0.8%	-$6.84K	0.19%	94
2025 Q3	$900K	Buy	17,978 +150	+0.8%	+$7.37K	0.23%	89
2025 Q2	$874K	Buy	17,828 +9,489	+114%	+$464K	0.24%	87
2025 Q1	$414K	Buy	8,339 +44	+0.5%	+$2.2K	0.13%	108
2024 Q4	$416K	Buy	+8,295	New	+$419K	0.14%	108

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

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Clune & Associates's VTEB Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 29% in Q3 2026, selling an estimated $260K and leaving 12,826 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #104.

Clune & Associates first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $915K in Q2 2026. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Clune & Associates held 12,826 shares of Vanguard Tax-Exempt Bond Index Fund worth $607K as of Q3 2026.
Clune & Associates sold 5,269 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $260K.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Clune & Associates's portfolio in Q3 2026, its #104 holding.
Clune & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $915K in Q2 2026.
492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.