NOI
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Newton One Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Newton One Investments’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 		$15M Buy
317,404
+7,358
+2% +$363K 3.83% 9
2026
Q2 		$15.7M Buy
310,046
+7,569
+3% +$380K 3.95% 9
2026
Q1 		$15.1M Buy
302,477
+13,992
+5% +$706K 4.1% 9
2025
Q4 		$14.5M Buy
288,485
+5,721
+2% +$288K 4.28% 7
2025
Q3 		$14.2M Buy
282,764
+6,504
+2% +$320K 4.19% 7
2025
Q2 		$13.5M Sell
276,260
-12,949
-4% -$633K 4.26% 7
2025
Q1 		$14.4M Buy
289,209
+6,999
+2% +$350K 5.13% 7
2024
Q4 		$14.1M Buy
282,210
+14,648
+5% +$741K 5.45% 6
2024
Q3 		$13.7M Buy
267,562
+49,846
+23% +$2.53M 5.48% 6
2024
Q2 		$10.9M Sell
217,716
-44,519
-17% -$2.23M 4.7% 7
2024
Q1 		$13.3M Buy
262,235
+3,427
+1% +$174K 5.83% 7
2023
Q4 		$13.2M Buy
258,808
+34,419
+15% +$1.69M 6.08% 7
2023
Q3 		$10.8M Sell
224,389
-1,488
-0.7% -$73.7K 6.43% 6
2023
Q2 		$11.3M Buy
225,877
+4,494
+2% +$226K 6.51% 6
2023
Q1 		$11.2M Buy
221,383
+6,603
+3% +$331K 6.74% 6
2022
Q4 		$10.6M Sell
214,780
-16,950
-7% -$829K 6.86% 5
2022
Q3 		$11.2M Sell
231,730
-2,500
-1% -$125K 7.94% 5
2022
Q2 		$11.7M Buy
234,230
+199,487
+574% +$10M 8.69% 4
2022
Q1 		$1.79M Buy
34,743
+3,538
+11% +$188K 1.31% 17
2021
Q4 		$1.71M Buy
31,205
+1,951
+7% +$107K 1.21% 17
2021
Q3 		$1.6M Buy
+29,254
New +$1.62M 1.19% 17

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

Newton One Investments's VTEB Position: Q3 2026 in Review

Newton One Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q3 2026, buying an estimated $363K and bringing the position to 317,404 shares worth $15M. The position accounts for 3.83% of the portfolio, ranked #9.

Newton One Investments first reported a position in VTEB in Q3 2021 and has held it in 21 quarters since. The position peaked at $15.7M in Q2 2026. 243 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Newton One Investments held 317,404 shares of Vanguard Tax-Exempt Bond Index Fund worth $15M as of Q3 2026.
  • Newton One Investments bought 7,358 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $363K.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.83% of Newton One Investments's portfolio in Q3 2026, its #9 holding.
  • Newton One Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 21 quarters since.
  • Newton One Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $15.7M in Q2 2026.
  • 243 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Newton One Investments's 13F filing for Q3 2026, filed 14 Oct 2026.