Diversified Enterprises’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diversified Enterprises’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	$5.05M	Buy	106,683 +13,043	+14%	+$643K	0.23%	44
2026 Q2	$4.74M	Buy	93,640 +4,756	+5%	+$239K	0.23%	43
2026 Q1	$4.43M	Buy	88,884 +310	+0.3%	+$15.7K	0.24%	40
2025 Q4	$4.45M	Buy	88,574 +10,623	+14%	+$535K	0.27%	41
2025 Q3	$3.9M	Sell	77,951 -2,184	-3%	-$107K	0.26%	37
2025 Q2	$3.93M	Buy	80,135 +11,371	+17%	+$555K	0.29%	32
2025 Q1	$3.41M	Buy	68,764 +59,069	+609%	+$2.96M	0.29%	35
2024 Q4	$486K	Buy	9,695 +958	+11%	+$48.4K	0.05%	132
2024 Q3	$447K	Buy	+8,737	New	+$443K	0.05%	134

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

Diversified Enterprises's VTEB Position: Q3 2026 in Review

Diversified Enterprises increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q3 2026, buying an estimated $643K and bringing the position to 106,683 shares worth $5.05M. The position accounts for 0.23% of the portfolio, ranked #44.

Diversified Enterprises first reported a position in VTEB in Q3 2024 and has held it in 9 quarters since. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Diversified Enterprises held 106,683 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.05M as of Q3 2026.
Diversified Enterprises bought 13,043 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $643K.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Diversified Enterprises's portfolio in Q3 2026, its #44 holding.
Diversified Enterprises first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 9 quarters since.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.