Orca Wealth Management
VTEB icon

Orca Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Orca Wealth Management’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 		$212K Buy
4,468
+38
+0.9% +$1.87K 0.13% 82
2026
Q2 		$224K Buy
+4,430
New +$223K 0.13% 74

Other funds holding VTEB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Orca Wealth Management's VTEB Position: Q3 2026 in Review

Orca Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.86% in Q3 2026, buying an estimated $1.87K and bringing the position to 4,468 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #82.

Orca Wealth Management first reported a position in VTEB in Q2 2026 and has held it in 2 quarters since. The position peaked at $224K in Q2 2026. 1,025 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Orca Wealth Management held 4,468 shares of Vanguard Tax-Exempt Bond Index Fund worth $212K as of Q3 2026.
  • Orca Wealth Management bought 38 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.87K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Orca Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Orca Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2026 and has held it in 2 quarters since.
  • Orca Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $224K in Q2 2026.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.