IRC
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Investors Research Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Investors Research Corp’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 		$15.2K Hold
320
– – ﹤0.01% 505
2026
Q2 		$16.2K Hold
320
– – ﹤0.01% 494
2026
Q1 		$16K Sell
320
-320
-50% -$16.2K ﹤0.01% 500
2025
Q4 		$32.2K Hold
640
– – 0.01% 488
2025
Q3 		$32K Hold
640
– – 0.01% 488
2025
Q2 		$31.4K Hold
640
– – 0.01% 519
2025
Q1 		$31.8K Sell
640
-109
-15% -$5.45K 0.01% 518
2024
Q4 		$37.5K Hold
749
– – 0.01% 506
2024
Q3 		$38.3K Buy
749
+109
+17% +$5.52K 0.01% 513
2024
Q2 		$32.1K Hold
640
– – 0.01% 559
2024
Q1 		$32.4K Hold
640
– – 0.01% 556
2023
Q4 		$32.7K Hold
640
– – 0.01% 565
2023
Q3 		$30.8K Sell
640
-410
-39% -$20.3K 0.01% 580
2023
Q2 		$52.7K Hold
1,050
– – 0.01% 508
2023
Q1 		$53.2K Hold
1,050
– – 0.01% 519
2022
Q4 		$52K Hold
1,050
– – 0.01% 513
2022
Q3 		$51K Hold
1,050
– – 0.02% 495
2022
Q2 		$52K Hold
1,050
– – 0.02% 501
2022
Q1 		$54K Hold
1,050
– – 0.02% 508
2021
Q4 		$58K Hold
1,050
– – 0.02% 499
2021
Q3 		$58K Buy
+1,050
New +$58.1K 0.02% 498

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
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
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

Investors Research Corp's VTEB Position: Q3 2026 in Review

Investors Research Corp held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 320 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Investors Research Corp first reported a position in VTEB in Q3 2021 and has held it in 21 quarters since. The position peaked at $58K in Q4 2021. 237 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Investors Research Corp held 320 shares of Vanguard Tax-Exempt Bond Index Fund worth $15.2K as of Q3 2026.
  • Investors Research Corp left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #505 holding.
  • Investors Research Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 21 quarters since.
  • Investors Research Corp's Vanguard Tax-Exempt Bond Index Fund position peaked at $58K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.