First Affirmative Financial Network
VTEB icon

First Affirmative Financial Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

First Affirmative Financial Network’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 		$5.27M Buy
+111,335
New +$5.49M 1.16% 21
2026
Q1 		$4.54M Buy
+90,921
New +$4.59M 1.76% 10
2025
Q3 		$459K Buy
9,176
+4,371
+91% +$215K 0.22% 118
2025
Q2 		$236K Sell
4,805
-875
-15% -$42.7K 0.12% 224
2025
Q1 		$282K Buy
5,680
+245
+5% +$12.3K 0.17% 168
2024
Q4 		$272K Sell
5,435
-400
-7% -$20.2K 0.16% 173
2024
Q3 		$298K Buy
5,835
+19
+0.3% +$963 0.16% 173
2024
Q2 		$291K Sell
5,816
-309
-5% -$15.5K 0.2% 155
2024
Q1 		$310K Sell
6,125
-479
-7% -$24.3K 0.23% 147
2023
Q4 		$337K Buy
6,604
+1,483
+29% +$72.7K 0.27% 124
2023
Q3 		$246K Sell
5,121
-50
-1% -$2.48K 0.24% 139
2023
Q2 		$260K Sell
5,171
-123
-2% -$6.18K 0.26% 127
2023
Q1 		$268K Sell
5,294
-541
-9% -$27.2K 0.31% 99
2022
Q4 		$289K Buy
5,835
+91
+2% +$4.45K 0.35% 90
2022
Q3 		$276K Sell
5,744
-1,121
-16% -$56K 0.35% 90
2022
Q2 		$343K Sell
6,865
-201
-3% -$10.1K 0.39% 73
2022
Q1 		$364K Buy
+7,066
New +$376K 0.35% 80

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
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
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 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

First Affirmative Financial Network's VTEB Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 111,335 shares worth $5.27M. The stake represents 1.16% of the portfolio and ranks #21 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VTEB as recently as Q1 2026.

First Affirmative Financial Network first reported a position in VTEB in Q1 2022 and has held it in 17 quarters since. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • First Affirmative Financial Network held 111,335 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.27M as of Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new First Affirmative Financial Network position in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.16% of First Affirmative Financial Network's portfolio in Q3 2026, its #21 holding.
  • First Affirmative Financial Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
  • 492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.