Holos Integrated Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Holos Integrated Wealth’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	$519K	Hold	10,800	–	–	0.23%	50
2026 Q2	$545K	Hold	10,800	–	–	0.25%	50
2026 Q1	$540K	Hold	10,800	–	–	0.27%	52
2025 Q4	$544K	Hold	10,800	–	–	0.3%	44
2025 Q3	$542K	Hold	10,800	–	–	0.32%	42
2025 Q2	$528K	Hold	10,800	–	–	0.32%	41
2025 Q1	$536K	Hold	10,800	–	–	0.35%	41
2024 Q4	$541K	Buy	+10,800	New	+$546K	0.37%	37

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Holos Integrated Wealth's VTEB Position: Q3 2026 in Review

Holos Integrated Wealth held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 10,800 shares worth $519K. The position accounts for 0.23% of the portfolio, ranked #50.

Holos Integrated Wealth first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $545K in Q2 2026. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Holos Integrated Wealth held 10,800 shares of Vanguard Tax-Exempt Bond Index Fund worth $519K as of Q3 2026.
Holos Integrated Wealth left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Holos Integrated Wealth's portfolio in Q3 2026, its #50 holding.
Holos Integrated Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $545K in Q2 2026.
492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.