Integrated Advisors Network
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Integrated Advisors Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Integrated Advisors 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 		$4.6M Sell
97,040
-8,054
-8% -$397K 0.21% 110
2026
Q2 		$5.32M Sell
105,094
-36,428
-26% -$1.83M 0.24% 102
2026
Q1 		$7.06M Sell
141,522
-17,507
-11% -$884K 0.37% 64
2025
Q4 		$8M Sell
159,029
-22,448
-12% -$1.13M 0.35% 62
2025
Q3 		$9.09M Buy
181,477
+67,223
+59% +$3.3M 0.38% 57
2025
Q2 		$5.6M Buy
114,254
+49,185
+76% +$2.4M 0.25% 102
2025
Q1 		$3.23M Sell
65,069
-70,467
-52% -$3.53M 0.16% 142
2024
Q4 		$6.79M Sell
135,536
-4,659
-3% -$236K 0.32% 72
2024
Q3 		$7.17M Sell
140,195
-7,204
-5% -$365K 0.34% 74
2024
Q2 		$7.39M Buy
147,399
+23,864
+19% +$1.19M 0.38% 62
2024
Q1 		$6.25M Buy
123,535
+20,481
+20% +$1.04M 0.32% 78
2023
Q4 		$5.26M Buy
103,054
+49,633
+93% +$2.43M 0.3% 88
2023
Q3 		$2.57M Sell
53,421
-5,907
-10% -$293K 0.16% 166
2023
Q2 		$2.98M Sell
59,328
-39,035
-40% -$1.96M 0.17% 155
2023
Q1 		$4.98M Sell
98,363
-314,556
-76% -$15.8M 0.3% 89
2022
Q4 		$20.4M Buy
+412,919
New +$20.2M 1.32% 8
2020
Q1 		– Sell
-13,904
Closed -$744K – 450
2019
Q4 		$744K Buy
+13,904
New +$744K 0.1% 200

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

Integrated Advisors Network's VTEB Position: Q3 2026 in Review

Integrated Advisors Network reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.7% in Q3 2026, selling an estimated $397K and leaving 97,040 shares worth $4.6M. The position accounts for 0.21% of the portfolio, ranked #110.

Integrated Advisors Network first reported a position in VTEB in Q4 2019 and has held it in 17 quarters since. The position peaked at $20.4M in Q4 2022. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Integrated Advisors Network held 97,040 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.6M as of Q3 2026.
  • Integrated Advisors Network sold 8,054 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $397K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Integrated Advisors Network's portfolio in Q3 2026, its #110 holding.
  • Integrated Advisors Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 17 quarters since.
  • Integrated Advisors Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $20.4M in Q4 2022.
  • 492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.