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

Oasis Advisors’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	$2.71M	Buy	+57,307	New	+$2.83M	1.14%	25

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

Oasis Advisors's VTEB Position: Q3 2026 in Review

Oasis Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 57,307 shares worth $2.71M. The stake represents 1.14% of the portfolio and ranks #25 among its holdings.

646 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Oasis Advisors held 57,307 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.71M as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Oasis Advisors position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.14% of Oasis Advisors's portfolio in Q3 2026, its #25 holding.
646 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.