Quadrant Private Wealth Management
VTEB icon

Quadrant Private Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quadrant Private Wealth Management’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 		$1.14M Buy
+23,970
New +$1.18M 0.15% 120
2026
Q2 		– Sell
-7,956
Closed -$397K – 301
2026
Q1 		$397K Buy
7,956
+18
+0.2% +$909 0.06% 206
2025
Q4 		$399K Sell
7,938
-146
-2% -$7.35K 0.07% 193
2025
Q3 		$405K Sell
8,084
-3,663
-31% -$180K 0.07% 177
2025
Q2 		$576K Buy
11,747
+272
+2% +$13.3K 0.12% 138
2025
Q1 		$569K Sell
11,475
-4,110
-26% -$206K 0.14% 127
2024
Q4 		$781K Buy
15,585
+3,050
+24% +$154K 0.19% 107
2024
Q3 		$641K Sell
12,535
-4,747
-27% -$241K 0.16% 127
2024
Q2 		$866K Buy
17,282
+9,748
+129% +$488K 0.2% 100
2024
Q1 		$381K Sell
7,534
-914
-11% -$46.3K 0.1% 162
2023
Q4 		$431K Buy
8,448
+2,041
+32% +$100K 0.12% 144
2023
Q3 		$308K Buy
+6,407
New +$317K 0.1% 159

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Quadrant Private Wealth Management's VTEB Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 23,970 shares worth $1.14M. The stake represents 0.15% of the portfolio and ranks #120 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in VTEB as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. 894 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Quadrant Private Wealth Management held 23,970 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.14M as of Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Quadrant Private Wealth Management position in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Quadrant Private Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
  • 894 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.