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 Q3	$2.56M	Buy	54,081 +6,326	+13%	+$312K	0.69%	34
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

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Private Client Services's VTEB Position: Q3 2026 in Review

Private Client Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q3 2026, buying an estimated $312K and bringing the position to 54,081 shares worth $2.56M. The position accounts for 0.69% of the portfolio, ranked #34.

Private Client Services first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. 117 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Private Client Services held 54,081 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.56M as of Q3 2026.
Private Client Services bought 6,326 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $312K.
Vanguard Tax-Exempt Bond Index Fund made up 0.69% of Private Client Services's portfolio in Q3 2026, its #34 holding.
Private Client Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
117 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.