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

Pioneer Wealth Management Group’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	$266K	Hold	5,614	–	–	0.06%	52
2026 Q2	$284K	Hold	5,614	–	–	0.07%	49
2026 Q1	$280K	Hold	5,614	–	–	0.08%	47
2025 Q4	$282K	Buy	5,614 +509	+10%	+$25.6K	0.09%	50
2025 Q3	$256K	Buy	+5,105	New	+$251K	0.08%	49

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

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

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Pioneer Wealth Management Group's VTEB Position: Q3 2026 in Review

Pioneer Wealth Management Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 5,614 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #52.

Pioneer Wealth Management Group first reported a position in VTEB in Q3 2025 and has held it in 5 quarters since. The position peaked at $284K in Q2 2026. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Pioneer Wealth Management Group held 5,614 shares of Vanguard Tax-Exempt Bond Index Fund worth $266K as of Q3 2026.
Pioneer Wealth Management Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #52 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 5 quarters since.
Pioneer Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $284K in Q2 2026.
147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.