Powers Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Powers Advisory 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	$334K	Buy	+7,051	New	+$348K	0.1%	98

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 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

Powers Advisory Group's VTEB Position: Q3 2026 in Review

Powers Advisory Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 7,051 shares worth $334K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings.

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

Powers Advisory Group held 7,051 shares of Vanguard Tax-Exempt Bond Index Fund worth $334K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Powers Advisory Group position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Powers Advisory Group's portfolio in Q3 2026, its #98 holding.
421 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.