One Advisory Partners
VTEB icon

One Advisory Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

One Advisory 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 		$9.12M Buy
192,622
+50,404
+35% +$2.49M 2.46% 11
2026
Q2 		$7.19M Sell
142,218
-5,034
-3% -$253K 1.96% 14
2026
Q1 		$7.35M Buy
147,252
+454
+0.3% +$22.9K 2.26% 17
2025
Q4 		$7.38M Sell
146,798
-1,619
-1% -$81.5K 2.23% 18
2025
Q3 		$7.47M Sell
148,417
-14,582
-9% -$717K 2.29% 17
2025
Q2 		$7.91M Buy
162,999
+15,630
+11% +$764K 2.64% 15
2025
Q1 		$7.31M Sell
147,369
-4,356
-3% -$218K 3.12% 10
2024
Q4 		$7.61M Buy
151,725
+3,973
+3% +$201K 3.38% 8
2024
Q3 		$7.55M Sell
147,752
-4,043
-3% -$205K 3.31% 8
2024
Q2 		$7.61M Sell
151,795
-3,791
-2% -$190K 3.51% 7
2024
Q1 		$7.87M Buy
155,586
+1,924
+1% +$97.5K 3.87% 7
2023
Q4 		$7.84M Buy
153,662
+121,617
+380% +$5.96M 4.12% 6
2023
Q3 		$1.54M Buy
32,045
+21,573
+206% +$1.07M 0.9% 19
2023
Q2 		$526K Buy
10,472
+847
+9% +$42.6K 0.3% 27
2023
Q1 		$488K Buy
9,625
+786
+9% +$39.5K 0.29% 29
2022
Q4 		$437K Buy
8,839
+3,348
+61% +$164K 0.28% 36
2022
Q3 		$264K Buy
+5,491
New +$274K 0.18% 40

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

One Advisory Partners's VTEB Position: Q3 2026 in Review

One Advisory Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q3 2026, buying an estimated $2.49M and bringing the position to 192,622 shares worth $9.12M. The position accounts for 2.46% of the portfolio, ranked #11.

One Advisory Partners first reported a position in VTEB in Q3 2022 and has held it in 17 quarters since. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • One Advisory Partners held 192,622 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.12M as of Q3 2026.
  • One Advisory Partners bought 50,404 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $2.49M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.46% of One Advisory Partners's portfolio in Q3 2026, its #11 holding.
  • One Advisory Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 17 quarters since.
  • 639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.