Simon Quick Advisors
VTEB icon

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

Simon Quick 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 		$10.8M Buy
228,327
+107,370
+89% +$5.29M 0.41% 38
2026
Q2 		$6.12M Sell
120,957
-478
-0.4% -$24K 0.25% 68
2026
Q1 		$6.06M Sell
121,435
-88,831
-42% -$4.49M 0.28% 59
2025
Q4 		$10.6M Buy
210,266
+100,418
+91% +$5.05M 0.46% 35
2025
Q3 		$5.5M Buy
109,848
+18,775
+21% +$923K 0.25% 60
2025
Q2 		$4.47M Buy
91,073
+5,342
+6% +$261K 0.23% 65
2025
Q1 		$4.25M Sell
85,731
-8,258
-9% -$413K 0.24% 49
2024
Q4 		$4.71M Sell
93,989
-2,028
-2% -$103K 0.28% 42
2024
Q3 		$4.91M Sell
96,017
-15,322
-14% -$776K 0.31% 41
2024
Q2 		$5.58M Sell
111,339
-14,709
-12% -$736K 0.39% 33
2024
Q1 		$6.38M Buy
126,048
+996
+0.8% +$50.5K 0.48% 31
2023
Q4 		$6.38M Sell
125,052
-1,973
-2% -$96.7K 0.56% 28
2023
Q3 		$6.11M Sell
127,025
-7,964
-6% -$395K 0.58% 31
2023
Q2 		$6.78M Sell
134,989
-4,887
-3% -$246K 0.63% 29
2023
Q1 		$7.09M Buy
139,876
+3,928
+3% +$197K 0.77% 26
2022
Q4 		$6.73M Sell
135,948
-48,258
-26% -$2.36M 0.8% 25
2022
Q3 		$8.87M Sell
184,206
-3,106
-2% -$155K 1.25% 19
2022
Q2 		$9.5M Buy
187,312
+42,148
+29% +$2.11M 1.25% 17
2022
Q1 		$7.48M Sell
145,164
-9,821
-6% -$523K 2.12% 10
2021
Q4 		$8.51M Sell
154,985
-627
-0.4% -$34.4K 2.28% 11
2021
Q3 		$8.52M Sell
155,612
-14,723
-9% -$814K 2.19% 9
2021
Q2 		$9.42M Buy
170,335
+29,691
+21% +$1.64M 2.49% 9
2021
Q1 		$7.68M Sell
140,644
-30,763
-18% -$1.69M 2.26% 10
2020
Q4 		$9.46M Sell
171,407
-617
-0.4% -$33.7K 2.85% 9
2020
Q3 		$9.36M Buy
172,024
+13,286
+8% +$725K 2.67% 9
2020
Q2 		$8.59M Buy
158,738
+9,426
+6% +$502K 3.26% 8
2020
Q1 		$7.9M Buy
149,312
+88,517
+146% +$4.74M 2.93% 9
2019
Q4 		$3.26M Buy
+60,795
New +$3.25M 1.18% 21

Other funds holding VTEB

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
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Simon Quick Advisors's VTEB Position: Q3 2026 in Review

Simon Quick Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 89% in Q3 2026, buying an estimated $5.29M and bringing the position to 228,327 shares worth $10.8M. The position accounts for 0.41% of the portfolio, ranked #38.

Simon Quick Advisors first reported a position in VTEB in Q4 2019 and has held it in 28 quarters since. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Simon Quick Advisors held 228,327 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.8M as of Q3 2026.
  • Simon Quick Advisors bought 107,370 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $5.29M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Simon Quick Advisors's portfolio in Q3 2026, its #38 holding.
  • Simon Quick Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 28 quarters since.
  • 665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.