Schwallier Wealth Management
VTEB icon

Schwallier Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Schwallier Wealth Management’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 		$996K Sell
21,041
-7,476
-26% -$369K 0.63% 26
2026
Q2 		$1.44M Buy
28,517
+8,653
+44% +$435K 0.91% 21
2026
Q1 		$991K Buy
19,864
+2,602
+15% +$131K 0.72% 19
2025
Q4 		$873K Buy
17,262
+798
+5% +$40.2K 0.56% 19
2025
Q3 		$824K Buy
16,464
+5,899
+56% +$290K 0.51% 21
2025
Q2 		$518K Buy
10,565
+3,958
+60% +$193K 0.32% 29
2025
Q1 		$328K Buy
+6,607
New +$331K 0.24% 37

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Schwallier Wealth Management's VTEB Position: Q3 2026 in Review

Schwallier Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 26% in Q3 2026, selling an estimated $369K and leaving 21,041 shares worth $996K. The position accounts for 0.63% of the portfolio, ranked #26.

Schwallier Wealth Management first reported a position in VTEB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2026. 899 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Schwallier Wealth Management held 21,041 shares of Vanguard Tax-Exempt Bond Index Fund worth $996K as of Q3 2026.
  • Schwallier Wealth Management sold 7,476 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $369K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.63% of Schwallier Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Schwallier Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 7 quarters since.
  • Schwallier Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.44M in Q2 2026.
  • 899 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.