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

Riversedge 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	$17M	Buy	357,963 +7,536	+2%	+$372K	2.09%	10
2026 Q2	$17.7M	Buy	350,427 +20,296	+6%	+$1.02M	2.33%	11
2026 Q1	$16.5M	Buy	330,131 +6,144	+2%	+$310K	2.67%	11
2025 Q4	$16.3M	Buy	323,987 +2,253	+0.7%	+$113K	2.65%	12
2025 Q3	$16.1M	Buy	321,734 +17,808	+6%	+$875K	2.7%	12
2025 Q2	$14.9M	Buy	303,926 +44,461	+17%	+$2.17M	2.91%	12
2025 Q1	$12.9M	Buy	259,465 +112,866	+77%	+$5.65M	2.87%	13
2024 Q4	$7.35M	Sell	146,599 -1,573	-1%	-$79.5K	1.66%	17
2024 Q3	$7.57M	Sell	148,172 -4,205	-3%	-$213K	1.72%	17
2024 Q2	$7.64M	Sell	152,377 -13,596	-8%	-$680K	1.86%	18
2024 Q1	$8.4M	Sell	165,973 -11,533	-6%	-$585K	2.07%	14
2023 Q4	$9.06M	Sell	177,506 -33,101	-16%	-$1.62M	2.48%	13
2023 Q3	$10.1M	Buy	210,607 +3,272	+2%	+$162K	2.99%	13
2023 Q2	$10.4M	Buy	207,335 +3,857	+2%	+$194K	2.86%	12
2023 Q1	$10.3M	Sell	203,478 -7,021	-3%	-$352K	3%	9
2022 Q4	$10.4M	Sell	210,499 -10,915	-5%	-$534K	3.37%	8
2022 Q3	$10.7M	Sell	221,414 -43,970	-17%	-$2.2M	3.85%	8
2022 Q2	$13.2M	Sell	265,384 -25,254	-9%	-$1.27M	4.92%	7
2022 Q1	$15M	Sell	290,638 -30,405	-9%	-$1.62M	4.87%	7
2021 Q4	$17.6M	Sell	321,043 -43,435	-12%	-$2.38M	5.59%	7
2021 Q3	$20M	Buy	364,478 +40,628	+13%	+$2.25M	6.85%	6
2021 Q2	$17.9M	Buy	323,850 +59,136	+22%	+$3.26M	6.55%	7
2021 Q1	$14.5M	Buy	264,714 +19,407	+8%	+$1.07M	6.19%	7
2020 Q4	$13.5M	Sell	245,307 -472	-0.2%	-$25.8K	6.28%	7
2020 Q3	$13.4M	Buy	245,779 +11,290	+5%	+$616K	7.08%	7
2020 Q2	$12.7M	Buy	234,489 +63,724	+37%	+$3.4M	7.41%	7
2020 Q1	$9.03M	Buy	170,765 +165,528	+3,161%	+$8.86M	8%	6
2019 Q4	$280K	Sell	5,237 -134	-2%	-$7.17K	0.33%	32
2019 Q3	$290K	Hold	5,371	–	–	0.41%	28
2019 Q2	$290K	Buy	+5,371	New	+$282K	0.41%	28

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors's VTEB Position: Q3 2026 in Review

Riversedge Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.2% in Q3 2026, buying an estimated $372K and bringing the position to 357,963 shares worth $17M. The position accounts for 2.09% of the portfolio, ranked #10.

Riversedge Advisors first reported a position in VTEB in Q2 2019 and has held it in 30 quarters since. The position peaked at $20M in Q3 2021. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Riversedge Advisors held 357,963 shares of Vanguard Tax-Exempt Bond Index Fund worth $17M as of Q3 2026.
Riversedge Advisors bought 7,536 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $372K.
Vanguard Tax-Exempt Bond Index Fund made up 2.09% of Riversedge Advisors's portfolio in Q3 2026, its #10 holding.
Riversedge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 30 quarters since.
Riversedge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $20M in Q3 2021.
88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.