PUREfi Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

PUREfi Wealth’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	$439K	Buy	+9,277	New	+$457K	0.21%	121

Other funds holding VTEB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

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

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

PUREfi Wealth's VTEB Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 9,277 shares worth $439K. The stake represents 0.21% of the portfolio and ranks #121 among its holdings.

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

PUREfi Wealth held 9,277 shares of Vanguard Tax-Exempt Bond Index Fund worth $439K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new PUREfi Wealth position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.21% of PUREfi Wealth's portfolio in Q3 2026, its #121 holding.
706 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.