Kings Path Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kings Path Partners’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	$5.83M	Sell	123,163 -128	-0.1%	-$6.31K	1.53%	20
2026 Q2	$6.24M	Buy	123,291 +88,088	+250%	+$4.43M	1.66%	20
2026 Q1	$1.76M	Buy	35,203 +606	+2%	+$30.6K	0.6%	27
2025 Q4	$1.74M	Buy	34,597 +2,684	+8%	+$135K	0.61%	28
2025 Q3	$1.6M	Buy	31,913 +2,281	+8%	+$112K	0.59%	28
2025 Q2	$1.45M	Buy	29,632 +2,266	+8%	+$111K	0.59%	28
2025 Q1	$1.36M	Sell	27,366 -5,581	-17%	-$279K	0.66%	29
2024 Q4	$1.65M	Sell	32,947 -572	-2%	-$28.9K	0.71%	24
2024 Q3	$1.71M	Buy	33,519 +882	+3%	+$44.7K	0.72%	26
2024 Q2	$1.64M	Buy	+32,637	New	+$1.63M	0.77%	29

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

Kings Path Partners's VTEB Position: Q3 2026 in Review

Kings Path Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.1% in Q3 2026, selling an estimated $6.31K and leaving 123,163 shares worth $5.83M. The position accounts for 1.53% of the portfolio, ranked #20.

Kings Path Partners first reported a position in VTEB in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.24M in Q2 2026. 620 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Kings Path Partners held 123,163 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.83M as of Q3 2026.
Kings Path Partners sold 128 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $6.31K.
Vanguard Tax-Exempt Bond Index Fund made up 1.53% of Kings Path Partners's portfolio in Q3 2026, its #20 holding.
Kings Path Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.24M in Q2 2026.
620 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.