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 Q3	$10.1M	Sell	213,821 -17,738	-8%	-$875K	3.98%	11
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

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

WPC

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Physician Wealth Solutions's VTEB Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.7% in Q3 2026, selling an estimated $875K and leaving 213,821 shares worth $10.1M. The position accounts for 3.98% of the portfolio, ranked #11.

Physician Wealth Solutions first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q4 2024. 160 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Physician Wealth Solutions held 213,821 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.1M as of Q3 2026.
Physician Wealth Solutions sold 17,738 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $875K.
Vanguard Tax-Exempt Bond Index Fund made up 3.98% of Physician Wealth Solutions's portfolio in Q3 2026, its #11 holding.
Physician Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $14.5M in Q4 2024.
160 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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