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Dickmeyer Boyce Financial Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Dickmeyer Boyce Financial Management’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 		$4.94M Sell
104,240
-17,325
-14% -$854K 2.53% 10
2026
Q2 		$6.15M Buy
121,565
+14,596
+14% +$733K 3.19% 7
2026
Q1 		$5.34M Buy
+106,969
New +$5.4M 3.14% 9

Other funds holding VTEB

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dickmeyer Boyce Financial Management's VTEB Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q3 2026, selling an estimated $854K and leaving 104,240 shares worth $4.94M. The position accounts for 2.53% of the portfolio, ranked #10.

Dickmeyer Boyce Financial Management first reported a position in VTEB in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.15M in Q2 2026. 60 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 104,240 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.94M as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 17,325 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $854K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.53% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #10 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.15M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.