Sincerus Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sincerus Advisory’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	$2.39M	Sell	50,474 -12,736	-20%	-$628K	1.56%	21
2026 Q2	$3.2M	Sell	63,210 -364	-0.6%	-$18.3K	2.17%	11
2026 Q1	$3.17M	Buy	63,574 +4,796	+8%	+$242K	2.4%	11
2025 Q4	$2.96M	Sell	58,778 -4,667	-7%	-$235K	2.38%	10
2025 Q3	$3.18M	Buy	63,445 +3,548	+6%	+$174K	2.72%	9
2025 Q2	$2.91M	Buy	59,897 +20,244	+51%	+$989K	2.73%	10
2025 Q1	$1.97M	Sell	39,653 -235	-0.6%	-$11.8K	2.08%	14
2024 Q4	$2M	Buy	+39,888	New	+$2.02M	2.14%	10

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

Sincerus Advisory's VTEB Position: Q3 2026 in Review

Sincerus Advisory reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q3 2026, selling an estimated $628K and leaving 50,474 shares worth $2.39M. The position accounts for 1.56% of the portfolio, ranked #21.

Sincerus Advisory first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.2M in Q2 2026. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Sincerus Advisory held 50,474 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.39M as of Q3 2026.
Sincerus Advisory sold 12,736 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $628K.
Vanguard Tax-Exempt Bond Index Fund made up 1.56% of Sincerus Advisory's portfolio in Q3 2026, its #21 holding.
Sincerus Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.2M in Q2 2026.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.