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

Independent Financial 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	$1.92M	Buy	40,626 +5,529	+16%	+$273K	0.03%	467
2026 Q2	$1.78M	Buy	35,097 +19,931	+131%	+$1M	0.03%	485
2026 Q1	$757K	Buy	15,166 +3,214	+27%	+$162K	0.02%	730
2025 Q4	$601K	Buy	11,952 +3,048	+34%	+$153K	0.01%	807
2025 Q3	$446K	Buy	+8,904	New	+$438K	0.01%	909
2024 Q3	–	Sell	-16,560	Closed	-$830K	–	1205
2024 Q2	$830K	Buy	+16,560	New	+$829K	0.03%	455

Other funds holding VTEB

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Independent Financial Group's VTEB Position: Q3 2026 in Review

Independent Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q3 2026, buying an estimated $273K and bringing the position to 40,626 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #467.

Independent Financial Group first reported a position in VTEB in Q2 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Independent Financial Group held 40,626 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.92M as of Q3 2026.
Independent Financial Group bought 5,529 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $273K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #467 holding.
Independent Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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