Realta Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Realta Investment Advisors’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	$387K	Hold	8,180	–	–	0.11%	154
2026 Q2	$414K	Buy	8,180 +1,490	+22%	+$74.9K	0.13%	149
2026 Q1	$334K	Buy	6,690 +1,500	+29%	+$75.7K	0.12%	150
2025 Q4	$261K	Buy	+5,190	New	+$261K	0.09%	170
2022 Q4	–	Sell	-810	Closed	-$39K	–	883
2022 Q3	$39K	Buy	+810	New	+$40.5K	0.01%	554
2020 Q1	–	Sell	-2,000	Closed	-$107K	–	1372
2019 Q4	$107K	Buy	+2,000	New	+$107K	0.03%	483
2019 Q3	–	Sell	-80	Closed	-$4K	–	1805
2019 Q2	$4K	Buy	+80	New	+$4.2K	﹤0.01%	1450

Other funds holding VTEB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Realta Investment Advisors's VTEB Position: Q3 2026 in Review

Realta Investment Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 8,180 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #154.

Realta Investment Advisors first reported a position in VTEB in Q2 2019 and has held it in 7 quarters since. The position peaked at $414K in Q2 2026. 279 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Realta Investment Advisors held 8,180 shares of Vanguard Tax-Exempt Bond Index Fund worth $387K as of Q3 2026.
Realta Investment Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Realta Investment Advisors's portfolio in Q3 2026, its #154 holding.
Realta Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 7 quarters since.
Realta Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $414K in Q2 2026.
279 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.