NWF Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

NWF Advisory Services’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	$402K	Sell	8,487 -127	-1%	-$6.26K	0.04%	252
2026 Q2	$436K	Buy	8,614 +55	+0.6%	+$2.76K	0.04%	244
2026 Q1	$427K	Buy	8,559 +2,242	+35%	+$113K	0.05%	235
2025 Q4	$318K	Buy	6,317 +70	+1%	+$3.52K	0.04%	276
2025 Q3	$313K	Sell	6,247 -1,045	-14%	-$51.4K	0.03%	287
2025 Q2	$358K	Buy	+7,292	New	+$356K	0.04%	260

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

NWF Advisory Services's VTEB Position: Q3 2026 in Review

NWF Advisory Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.5% in Q3 2026, selling an estimated $6.26K and leaving 8,487 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #252.

NWF Advisory Services first reported a position in VTEB in Q2 2025 and has held it in 6 quarters since. The position peaked at $436K in Q2 2026. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

NWF Advisory Services held 8,487 shares of Vanguard Tax-Exempt Bond Index Fund worth $402K as of Q3 2026.
NWF Advisory Services sold 127 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $6.26K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #252 holding.
NWF Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 6 quarters since.
NWF Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $436K in Q2 2026.
492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.