Orgel Wealth Management
VTEB icon

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

Orgel 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 		$205M Buy
4,334,288
+763,337
+21% +$37.6M 3.88% 11
2026
Q2 		$181M Buy
3,570,951
+105,896
+3% +$5.32M 3.43% 12
2026
Q1 		$173M Sell
3,465,055
-91,781
-3% -$4.63M 3.72% 10
2025
Q4 		$179M Buy
3,556,836
+357,339
+11% +$18M 3.95% 9
2025
Q3 		$160M Buy
3,199,497
+272,652
+9% +$13.4M 3.65% 10
2025
Q2 		$144M Buy
2,926,845
+469,938
+19% +$23M 3.46% 10
2025
Q1 		$122M Sell
2,456,907
-93,396
-4% -$4.67M 3.17% 12
2024
Q4 		$128M Buy
2,550,303
+62,184
+2% +$3.14M 3.34% 13
2024
Q3 		$127M Buy
2,488,119
+394,907
+19% +$20M 3.18% 13
2024
Q2 		$105M Buy
2,093,212
+136,243
+7% +$6.82M 2.83% 14
2024
Q1 		$99M Buy
1,956,969
+120,817
+7% +$6.12M 2.72% 14
2023
Q4 		$93.7M Sell
1,836,152
-7,553,155
-80% -$370M 2.77% 12
2023
Q3 		$452M Sell
9,389,307
-4,011
-0% -$199K 15.27% 1
2023
Q2 		$472M Buy
9,393,318
+1,720,648
+22% +$86.5M 15.58% 1
2023
Q1 		$389M Buy
7,672,670
+1,228,983
+19% +$61.7M 13.9% 1
2022
Q4 		$319M Buy
6,443,687
+1,397,824
+28% +$68.3M 12.26% 1
2022
Q3 		$243M Buy
5,045,863
+153,637
+3% +$7.68M 11.99% 2
2022
Q2 		$244M Buy
+4,892,226
New +$245M 13.82% 3

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Orgel Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 21% in Q3 2026, buying an estimated $37.6M and bringing the position to 4,334,288 shares worth $205M. The position accounts for 3.88% of the portfolio, ranked #11.

Orgel Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 18 quarters since. The position peaked at $472M in Q2 2023. 913 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Orgel Wealth Management held 4,334,288 shares of Vanguard Tax-Exempt Bond Index Fund worth $205M as of Q3 2026.
  • Orgel Wealth Management bought 763,337 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $37.6M.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.88% of Orgel Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Orgel Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 18 quarters since.
  • Orgel Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $472M in Q2 2023.
  • 913 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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