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

Retirement Wealth Solutions’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 		$123K Buy
2,588
+22
+0.9% +$1.08K 0.06% 70
2026
Q2 		$130K Buy
2,566
+499
+24% +$25.1K 0.07% 65
2026
Q1 		$103K Buy
2,067
+12
+0.6% +$606 0.07% 63
2025
Q4 		$103K Buy
2,055
+23
+1% +$1.16K 0.07% 65
2025
Q3 		$102K Buy
2,032
+17
+0.8% +$836 0.07% 63
2025
Q2 		$98.8K Buy
2,015
+16
+0.8% +$782 0.07% 61
2025
Q1 		$99.2K Buy
1,999
+11
+0.6% +$550 0.08% 54
2024
Q4 		$98.8K Buy
+1,988
New +$101K 0.08% 59

Other funds holding VTEB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Retirement Wealth Solutions's VTEB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.86% in Q3 2026, buying an estimated $1.08K and bringing the position to 2,588 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #70.

Retirement Wealth Solutions first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $130K in Q2 2026. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Retirement Wealth Solutions held 2,588 shares of Vanguard Tax-Exempt Bond Index Fund worth $123K as of Q3 2026.
  • Retirement Wealth Solutions bought 22 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.08K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Retirement Wealth Solutions's portfolio in Q3 2026, its #70 holding.
  • Retirement Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $130K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.