Foster Group
VTEB icon

Foster Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Foster Group’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 		$38.7M Sell
817,791
-56,092
-6% -$2.77M 1.05% 26
2026
Q2 		$44.2M Sell
873,883
-11,804
-1% -$593K 1.17% 25
2026
Q1 		$44.2M Sell
885,687
-6,844
-0.8% -$346K 1.32% 24
2025
Q4 		$44.9M Sell
892,531
-9,434
-1% -$475K 1.36% 24
2025
Q3 		$45.2M Sell
901,965
-9,561
-1% -$470K 1.42% 23
2025
Q2 		$44.7M Buy
911,526
+136,473
+18% +$6.67M 1.53% 20
2025
Q1 		$38.5M Sell
775,053
-11,156
-1% -$558K 1.44% 22
2024
Q4 		$39.4M Sell
786,209
-39,747
-5% -$2.01M 1.5% 23
2024
Q3 		$42.2M Sell
825,956
-28,918
-3% -$1.47M 1.58% 19
2024
Q2 		$42.8M Sell
854,874
-40,905
-5% -$2.05M 1.68% 17
2024
Q1 		$45.3M Buy
895,779
+767,979
+601% +$38.9M 2.25% 11
2023
Q4 		$6.15M Hold
127,800
– – 0.38% 32
2023
Q3 		$6.15M Buy
127,800
+486
+0.4% +$24.1K 0.38% 32
2023
Q2 		$6.39M Buy
127,314
+45
+0% +$2.26K 0.38% 31
2023
Q1 		$6.45M Sell
127,269
-29,376
-19% -$1.47M 0.41% 27
2022
Q4 		$7.75M Buy
156,645
+50,010
+47% +$2.44M 0.58% 24
2022
Q3 		$5.13M Sell
106,635
-2,023,491
-95% -$101M 0.42% 26
2022
Q2 		$106M Buy
+2,130,126
New +$107M 7.57% 5

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
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
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Foster Group's VTEB Position: Q3 2026 in Review

Foster Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.4% in Q3 2026, selling an estimated $2.77M and leaving 817,791 shares worth $38.7M. The position accounts for 1.05% of the portfolio, ranked #26.

Foster Group first reported a position in VTEB in Q2 2022 and has held it in 18 quarters since. The position peaked at $106M in Q2 2022. 314 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Foster Group held 817,791 shares of Vanguard Tax-Exempt Bond Index Fund worth $38.7M as of Q3 2026.
  • Foster Group sold 56,092 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $2.77M.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.05% of Foster Group's portfolio in Q3 2026, its #26 holding.
  • Foster Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 18 quarters since.
  • Foster Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $106M in Q2 2022.
  • 314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.