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

Pacifica 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	$2.99K	Buy	+63	New	+$3.11K	﹤0.01%	362

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pacifica Partners's VTEB Position: Q3 2026 in Review

Pacifica Partners opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 63 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

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

Pacifica Partners held 63 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.99K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Pacifica Partners position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #362 holding.
327 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.