Eclectic Associates
VTEB icon

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

Eclectic 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 		$3.03M Buy
63,895
+13,756
+27% +$678K 0.34% 49
2026
Q2 		$2.54M Sell
50,139
-3,833
-7% -$193K 0.29% 53
2026
Q1 		$2.69M Sell
53,972
-18
-0% -$909 0.36% 48
2025
Q4 		$2.72M Buy
53,990
+3,130
+6% +$157K 0.42% 46
2025
Q3 		$2.55M Buy
50,860
+24,014
+89% +$1.18M 0.47% 46
2025
Q2 		$1.32M Buy
26,846
+7,783
+41% +$380K 0.29% 60
2025
Q1 		$946K Sell
19,063
-124
-0.6% -$6.2K 0.25% 65
2024
Q4 		$962K Buy
19,187
+972
+5% +$49.1K 0.28% 65
2024
Q3 		$931K Buy
18,215
+489
+3% +$24.8K 0.37% 45
2024
Q2 		$888K Sell
17,726
-31
-0.2% -$1.55K 0.39% 42
2024
Q1 		$899K Sell
17,757
-8,312
-32% -$421K 0.41% 42
2023
Q4 		$1.33M Buy
26,069
+1,253
+5% +$61.4K 0.64% 34
2023
Q3 		$1.19M Hold
24,816
– – 0.61% 31
2023
Q2 		$1.25M Sell
24,816
-2,221
-8% -$112K 0.61% 30
2023
Q1 		$1.37M Sell
27,037
-45,202
-63% -$2.27M 0.7% 29
2022
Q4 		$3.58M Buy
+72,239
New +$3.53M 1.74% 15

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CLA (CliftonLarsonAllen) Wealth Advisors
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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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
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

Eclectic Associates's VTEB Position: Q3 2026 in Review

Eclectic Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 27% in Q3 2026, buying an estimated $678K and bringing the position to 63,895 shares worth $3.03M. The position accounts for 0.34% of the portfolio, ranked #49.

Eclectic Associates first reported a position in VTEB in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.58M in Q4 2022. 372 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Eclectic Associates held 63,895 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.03M as of Q3 2026.
  • Eclectic Associates bought 13,756 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $678K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Eclectic Associates's portfolio in Q3 2026, its #49 holding.
  • Eclectic Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 16 quarters since.
  • Eclectic Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.58M in Q4 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.