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

RTD Financial 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 		$7.38M Sell
155,857
-19,414
-11% -$957K 0.81% 38
2026
Q2 		$8.87M Sell
175,271
-2,102
-1% -$106K 0.97% 34
2026
Q1 		$8.85M Sell
177,373
-3,450
-2% -$174K 1.09% 34
2025
Q4 		$9.09M Sell
180,823
-12,257
-6% -$617K 1.11% 33
2025
Q3 		$9.67M Sell
193,080
-2,471
-1% -$121K 1.16% 32
2025
Q2 		$9.59M Buy
195,551
+21,538
+12% +$1.05M 1.23% 28
2025
Q1 		$8.63M Sell
174,013
-2,074
-1% -$104K 1.16% 28
2024
Q4 		$8.83M Sell
176,087
-3,109
-2% -$157K 1.13% 28
2024
Q3 		$9.16M Sell
179,196
-2,979
-2% -$151K 1.16% 28
2024
Q2 		$9.13M Sell
182,175
-2,993
-2% -$150K 1.23% 24
2024
Q1 		$9.37M Sell
185,168
-5,851
-3% -$297K 1.26% 24
2023
Q4 		$9.75M Sell
191,019
-240,655
-56% -$11.8M 1.37% 22
2023
Q3 		$20.8M Buy
431,674
+4,703
+1% +$233K 3.17% 9
2023
Q2 		$21.4M Sell
426,971
-788
-0.2% -$39.6K 3.12% 9
2023
Q1 		$21.7M Sell
427,759
-4,924
-1% -$247K 3.35% 9
2022
Q4 		$21.4M Buy
+432,683
New +$21.2M 3.49% 9
2022
Q3 		– Sell
-435,725
Closed -$21.8M – 107
2022
Q2 		$21.8M Buy
+435,725
New +$21.8M 3.34% 8

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

RTD Financial Advisors's VTEB Position: Q3 2026 in Review

RTD Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q3 2026, selling an estimated $957K and leaving 155,857 shares worth $7.38M. The position accounts for 0.81% of the portfolio, ranked #38.

RTD Financial Advisors first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.8M in Q2 2022. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • RTD Financial Advisors held 155,857 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.38M as of Q3 2026.
  • RTD Financial Advisors sold 19,414 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $957K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.81% of RTD Financial Advisors's portfolio in Q3 2026, its #38 holding.
  • RTD Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • RTD Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $21.8M in Q2 2022.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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