Dynamic Advisor Solutions
VTEB icon

Dynamic Advisor Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Dynamic Advisor Solutions’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 		$2.71M Buy
57,321
+5,296
+10% +$261K 0.08% 258
2026
Q2 		$2.63M Buy
52,025
+2,424
+5% +$122K 0.07% 264
2026
Q1 		$2.47M Buy
49,601
+667
+1% +$33.7K 0.08% 259
2025
Q4 		$2.46M Sell
48,934
-8,206
-14% -$413K 0.08% 258
2025
Q3 		$2.86M Buy
57,140
+994
+2% +$48.9K 0.08% 243
2025
Q2 		$2.75M Buy
56,146
+1,656
+3% +$80.9K 0.09% 239
2025
Q1 		$2.7M Buy
+54,490
New +$2.73M 0.09% 229
2024
Q4 		– Sell
-112,309
Closed -$5.74M – 905
2024
Q3 		$5.74M Sell
112,309
-3,691
-3% -$187K 0.17% 148
2024
Q2 		$5.81M Buy
116,000
+2,329
+2% +$117K 0.18% 140
2024
Q1 		$5.75M Buy
113,671
+7,793
+7% +$395K 0.19% 137
2023
Q4 		$5.38M Buy
105,878
+22,545
+27% +$1.11M 0.2% 144
2023
Q3 		$4.01M Buy
83,333
+37,003
+80% +$1.83M 0.19% 157
2023
Q2 		$2.33M Sell
46,330
-2,147
-4% -$108K 0.12% 199
2023
Q1 		$2.46M Sell
48,477
-6,172
-11% -$310K 0.14% 182
2022
Q4 		$2.7M Buy
54,649
+10,013
+22% +$490K 0.18% 136
2022
Q3 		$2.15M Buy
44,636
+10,033
+29% +$502K 0.16% 146
2022
Q2 		$1.73M Buy
34,603
+8,918
+35% +$447K 0.13% 173
2022
Q1 		$1.32M Buy
25,685
+6,809
+36% +$362K 0.09% 222
2021
Q4 		$1.04M Buy
18,876
+1,887
+11% +$103K 0.07% 271
2021
Q3 		$931K Buy
16,989
+828
+5% +$45.8K 0.07% 301
2021
Q2 		$894K Buy
16,161
+1,604
+11% +$88.4K 0.07% 298
2021
Q1 		$795K Buy
14,557
+553
+4% +$30.4K 0.07% 282
2020
Q4 		$773K Buy
14,004
+1,516
+12% +$82.8K 0.07% 282
2020
Q3 		$680K Buy
12,488
+2,660
+27% +$145K 0.08% 263
2020
Q2 		$532K Buy
9,828
+5,983
+156% +$319K 0.07% 261
2020
Q1 		$203K Sell
3,845
-8,620
-69% -$462K 0.04% 408
2019
Q4 		$667K Buy
12,465
+31
+0.2% +$1.66K 0.09% 250
2019
Q3 		$667K Buy
12,434
+2,169
+21% +$116K 0.1% 227
2019
Q2 		$545K Buy
10,265
+4,620
+82% +$243K 0.09% 241
2019
Q1 		$294K Buy
5,645
+1,256
+29% +$64.6K 0.06% 304
2018
Q4 		$224K Buy
+4,389
New +$221K 0.05% 336

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's VTEB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q3 2026, buying an estimated $261K and bringing the position to 57,321 shares worth $2.71M. The position accounts for 0.08% of the portfolio, ranked #258.

Dynamic Advisor Solutions first reported a position in VTEB in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.81M in Q2 2024. 330 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Dynamic Advisor Solutions held 57,321 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.71M as of Q3 2026.
  • Dynamic Advisor Solutions bought 5,296 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $261K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #258 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.81M in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.