RMR Wealth Builders
VTEB icon

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

RMR Wealth Builders’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 		$408K Hold
8,611
– – 0.02% 208
2026
Q2 		$436K Hold
8,611
– – 0.03% 211
2026
Q1 		$430K Hold
8,611
– – 0.03% 192
2025
Q4 		$433K Sell
8,611
-402
-4% -$20.2K 0.03% 189
2025
Q3 		$451K Hold
9,013
– – 0.04% 179
2025
Q2 		$442K Hold
9,013
– – 0.04% 176
2025
Q1 		$447K Hold
9,013
– – 0.05% 159
2024
Q4 		$452K Hold
9,013
– – 0.05% 164
2024
Q3 		$461K Hold
9,013
– – 0.05% 162
2024
Q2 		$452K Hold
9,013
– – 0.05% 158
2024
Q1 		$456K Buy
9,013
+235
+3% +$11.9K 0.06% 159
2023
Q4 		$448K Buy
+8,778
New +$430K 0.06% 151

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 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
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RMR Wealth Builders's VTEB Position: Q3 2026 in Review

RMR Wealth Builders held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 8,611 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #208.

RMR Wealth Builders first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. The position peaked at $461K in Q3 2024. 803 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • RMR Wealth Builders held 8,611 shares of Vanguard Tax-Exempt Bond Index Fund worth $408K as of Q3 2026.
  • RMR Wealth Builders left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #208 holding.
  • RMR Wealth Builders first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
  • RMR Wealth Builders's Vanguard Tax-Exempt Bond Index Fund position peaked at $461K in Q3 2024.
  • 803 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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