Root Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Root Financial Partners’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	$959K	Sell	20,244 -2,652	-12%	-$131K	0.03%	144
2026 Q2	$1.16M	Buy	22,896 +542	+2%	+$27.2K	0.05%	112
2026 Q1	$1.12M	Buy	22,354 +742	+3%	+$37.5K	0.05%	95
2025 Q4	$1.09M	Sell	21,612 -6,525	-23%	-$328K	0.06%	90
2025 Q3	$1.41M	Buy	28,137 +1,515	+6%	+$74.5K	0.09%	71
2025 Q2	$1.31M	Buy	26,622 +9,052	+52%	+$442K	0.13%	62
2025 Q1	$872K	Buy	17,570 +4,298	+32%	+$215K	0.09%	77
2024 Q4	$665K	Buy	13,272 +44	+0.3%	+$2.22K	0.08%	93
2024 Q3	$676K	Buy	+13,228	New	+$670K	0.11%	72

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

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

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Root Financial Partners's VTEB Position: Q3 2026 in Review

Root Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q3 2026, selling an estimated $131K and leaving 20,244 shares worth $959K. The position accounts for 0.03% of the portfolio, ranked #144.

Root Financial Partners first reported a position in VTEB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2025. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Root Financial Partners held 20,244 shares of Vanguard Tax-Exempt Bond Index Fund worth $959K as of Q3 2026.
Root Financial Partners sold 2,652 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $131K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #144 holding.
Root Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.41M in Q3 2025.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.