Compass Planning Associates
VTEB icon

Compass Planning Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Compass Planning 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 		$2.14M Buy
45,121
+15,757
+54% +$777K 1.12% 14
2026
Q2 		$1.49M Buy
29,364
+12,173
+71% +$612K 0.8% 14
2026
Q1 		$858K Buy
17,191
+2,084
+14% +$105K 0.55% 14
2025
Q4 		$760K Buy
15,107
+169
+1% +$8.5K 0.53% 15
2025
Q3 		$748K Buy
14,938
+125
+0.8% +$6.14K 0.69% 15
2025
Q2 		$726K Buy
14,813
+123
+0.8% +$6.01K 0.67% 16
2025
Q1 		$729K Buy
14,690
+79
+0.5% +$3.95K 0.74% 15
2024
Q4 		$732K Buy
+14,611
New +$739K 0.74% 13

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
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Compass Planning Associates's VTEB Position: Q3 2026 in Review

Compass Planning Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 54% in Q3 2026, buying an estimated $777K and bringing the position to 45,121 shares worth $2.14M. The position accounts for 1.12% of the portfolio, ranked #14.

Compass Planning Associates first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Compass Planning Associates held 45,121 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.14M as of Q3 2026.
  • Compass Planning Associates bought 15,757 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $777K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.12% of Compass Planning Associates's portfolio in Q3 2026, its #14 holding.
  • Compass Planning Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
  • 452 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.