Physician Wealth Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Physician Wealth Solutions’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 Q2	$11.7M	Buy	231,559 +2,567	+1%	+$129K	4.44%	10
2026 Q1	$11.4M	Buy	228,992 +10,578	+5%	+$534K	4.73%	8
2025 Q4	$11M	Buy	218,414 +5,177	+2%	+$260K	4.66%	10
2025 Q3	$10.7M	Buy	213,237 +18,381	+9%	+$903K	4.66%	9
2025 Q2	$9.55M	Sell	194,856 -83,256	-30%	-$4.07M	4.43%	10
2025 Q1	$13.8M	Sell	278,112 -10,194	-4%	-$510K	6.93%	4
2024 Q4	$14.5M	Buy	288,306 +8,691	+3%	+$439K	7.24%	3
2024 Q3	$14.1M	Buy	279,615 +93,249	+50%	+$4.73M	7.02%	5
2024 Q2	$9.34M	Buy	186,366 +6,225	+3%	+$311K	6.67%	4
2024 Q1	$9.12M	Buy	180,141 +5,325	+3%	+$270K	7.65%	2
2023 Q4	$8.92M	Buy	+174,816	New	+$8.57M	8.91%	2

Other funds holding VTEB

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Lexington Hill Partners Dallas, Texas $206M AUM

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return