Premier Path Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Premier Path Wealth 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	$248K	Sell	5,238 -37,151	-88%	-$1.83M	0.03%	354
2026 Q2	$2.14M	Sell	42,389 -2,877	-6%	-$145K	0.25%	93
2026 Q1	$2.26M	Sell	45,266 -6,477	-13%	-$327K	0.29%	77
2025 Q4	$2.6M	Buy	51,743 +3,241	+7%	+$163K	0.34%	68
2025 Q3	$2.43M	Sell	48,502 -5,304	-10%	-$261K	0.31%	71
2025 Q2	$2.64M	Buy	53,806 +48,077	+839%	+$2.35M	0.37%	60
2025 Q1	$284K	Buy	5,729 +1,332	+30%	+$66.6K	0.04%	311
2024 Q4	$220K	Buy	+4,397	New	+$222K	0.03%	351

Other funds holding VTEB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Premier Path Wealth Partners's VTEB Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 88% in Q3 2026, selling an estimated $1.83M and leaving 5,238 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #354.

Premier Path Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q2 2025. 894 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Premier Path Wealth Partners held 5,238 shares of Vanguard Tax-Exempt Bond Index Fund worth $248K as of Q3 2026.
Premier Path Wealth Partners sold 37,151 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.83M.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #354 holding.
Premier Path Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.64M in Q2 2025.
894 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.