FFA
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Farther Finance Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Farther Finance Advisors’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 		$16.8M Buy
355,489
+17,210
+5% +$849K 0.12% 146
2026
Q2 		$17.1M Buy
338,279
+47,775
+16% +$2.4M 0.13% 137
2026
Q1 		$14.5M Buy
290,504
+85,961
+42% +$4.34M 0.14% 129
2025
Q4 		$10.3M Buy
204,543
+58,878
+40% +$2.96M 0.11% 162
2025
Q3 		$7.29M Buy
145,665
+59,269
+69% +$2.91M 0.11% 159
2025
Q2 		$4.24M Sell
86,396
-27,572
-24% -$1.35M 0.08% 217
2025
Q1 		$5.66M Sell
113,968
-999
-0.9% -$50K 0.14% 137
2024
Q4 		$5.76M Buy
114,967
+42,274
+58% +$2.14M 0.21% 100
2024
Q3 		$3.72M Buy
72,693
+7,099
+11% +$360K 0.14% 127
2024
Q2 		$3.28M Sell
65,594
-1,354
-2% -$67.7K 0.16% 109
2024
Q1 		$3.37M Buy
66,948
+6,066
+10% +$307K 0.21% 93
2023
Q4 		$3.11M Buy
60,882
+22,803
+60% +$1.12M 0.22% 87
2023
Q3 		$1.83M Buy
38,079
+13,151
+53% +$651K 0.29% 72
2023
Q2 		$1.25M Buy
24,928
+6,681
+37% +$336K 0.27% 74
2023
Q1 		$924K Buy
18,247
+14,430
+378% +$724K 0.27% 73
2022
Q4 		$189K Buy
+3,817
New +$187K 0.07% 231

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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Farther Finance Advisors's VTEB Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.1% in Q3 2026, buying an estimated $849K and bringing the position to 355,489 shares worth $16.8M. The position accounts for 0.12% of the portfolio, ranked #146.

Farther Finance Advisors first reported a position in VTEB in Q4 2022 and has held it in 16 quarters since. The position peaked at $17.1M in Q2 2026. 60 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Farther Finance Advisors held 355,489 shares of Vanguard Tax-Exempt Bond Index Fund worth $16.8M as of Q3 2026.
  • Farther Finance Advisors bought 17,210 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $849K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #146 holding.
  • Farther Finance Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $17.1M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.