Rede Wealth
VTEB icon

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

Rede 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 		$3.02M Buy
63,795
+222
+0.3% +$10.9K 0.99% 15
2026
Q2 		$3.22M Sell
63,573
-3,355
-5% -$169K 1.06% 12
2026
Q1 		$3.34M Sell
66,928
-390
-0.6% -$19.7K 1.2% 9
2025
Q4 		$3.39M Buy
+67,318
New +$3.39M 1.18% 10
2025
Q3 		– Sell
-58,546
Closed -$2.87M – 182
2025
Q2 		$2.87M Sell
58,546
-229
-0.4% -$11.2K 1.04% 11
2025
Q1 		$2.92M Buy
58,775
+9,922
+20% +$496K 1.03% 11
2024
Q4 		$2.45M Buy
48,853
+1,444
+3% +$73K 0.94% 12
2024
Q3 		$2.42M Buy
47,409
+1,076
+2% +$54.5K 0.93% 12
2024
Q2 		$2.32M Buy
46,333
+8,016
+21% +$401K 2.14% 13
2024
Q1 		$1.94M Sell
38,317
-20,921
-35% -$1.06M 0.81% 13
2023
Q4 		$3.02M Sell
59,238
-44,609
-43% -$2.19M 1.43% 9
2023
Q3 		$5M Sell
103,847
-2,080
-2% -$103K 2.5% 4
2023
Q2 		$5.32M Sell
105,927
-76
-0.1% -$3.82K 2.53% 4
2023
Q1 		$5.37M Buy
106,003
+16,600
+19% +$833K 2.8% 4
2022
Q4 		$4.42M Sell
89,403
-3,522
-4% -$172K 2.36% 4
2022
Q3 		$4.47M Buy
92,925
+26,971
+41% +$1.35M 2.66% 4
2022
Q2 		$3.29M Buy
+65,954
New +$3.31M 1.91% 4

Other funds holding VTEB

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Rede Wealth's VTEB Position: Q3 2026 in Review

Rede Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.35% in Q3 2026, buying an estimated $10.9K and bringing the position to 63,795 shares worth $3.02M. The position accounts for 0.99% of the portfolio, ranked #15.

Rede Wealth first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.37M in Q1 2023. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Rede Wealth held 63,795 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.02M as of Q3 2026.
  • Rede Wealth bought 222 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $10.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.99% of Rede Wealth's portfolio in Q3 2026, its #15 holding.
  • Rede Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Rede Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.37M in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.