Private Client Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Private Client Services’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	$2.42M	Buy	47,755 +3,399	+8%	+$171K	0.63%	37
2026 Q1	$2.21M	Buy	44,356 +2,820	+7%	+$142K	0.66%	39
2025 Q4	$2.09M	Buy	41,536 +9,827	+31%	+$494K	0.65%	40
2025 Q3	$1.59M	Buy	31,709 +13,806	+77%	+$679K	0.53%	46
2025 Q2	$878K	Buy	17,903 +4,833	+37%	+$236K	0.34%	73
2025 Q1	$649K	Sell	13,070 -1,689	-11%	-$84.5K	0.32%	72
2024 Q4	$740K	Sell	14,759 -1,786	-11%	-$90.3K	0.4%	66
2024 Q3	$846K	Buy	16,545 +7,060	+74%	+$358K	0.45%	60
2024 Q2	$475K	Buy	9,485 +273	+3%	+$13.7K	0.3%	75
2024 Q1	$466K	Buy	9,212 +1,671	+22%	+$84.7K	0.31%	71
2023 Q4	$385K	Buy	+7,541	New	+$370K	0.32%	88

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