Quantum Financial Partners
VTEB icon

Quantum Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quantum Financial 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 		$1.43M Buy
30,241
+2,500
+9% +$123K 0.74% 35
2026
Q2 		$1.4M Buy
+27,741
New +$1.39M 0.72% 36

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Aspiriant LLC
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Orgel Wealth Management
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US Bancorp
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Facet Wealth Inc
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Quantum Financial Partners's VTEB Position: Q3 2026 in Review

Quantum Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9% in Q3 2026, buying an estimated $123K and bringing the position to 30,241 shares worth $1.43M. The position accounts for 0.74% of the portfolio, ranked #35.

Quantum Financial Partners first reported a position in VTEB in Q2 2026 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Quantum Financial Partners held 30,241 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.43M as of Q3 2026.
  • Quantum Financial Partners bought 2,500 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $123K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.74% of Quantum Financial Partners's portfolio in Q3 2026, its #35 holding.
  • Quantum Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.