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VTEB icon

Stone Summit Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stone Summit Wealth’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 		$618K Sell
13,040
-21,604
-62% -$1.07M 0.17% 84
2026
Q2 		$1.75M Buy
34,644
+4,127
+14% +$207K 0.44% 58
2026
Q1 		$1.52M Buy
30,517
+1,085
+4% +$54.8K 0.42% 59
2025
Q4 		$1.48M Buy
29,432
+1,867
+7% +$93.9K 0.4% 59
2025
Q3 		$1.38M Buy
27,565
+3,162
+13% +$155K 0.39% 62
2025
Q2 		$1.2M Sell
24,403
-8,737
-26% -$427K 0.37% 67
2025
Q1 		$1.64M Sell
33,140
-1,510
-4% -$75.5K 0.56% 56
2024
Q4 		$1.74M Sell
34,650
-3,100
-8% -$157K 0.58% 55
2024
Q3 		$1.93M Sell
37,750
-20
-0.1% -$1.01K 0.62% 54
2024
Q2 		$1.89M Sell
37,770
-90
-0.2% -$4.5K 0.68% 50
2024
Q1 		$1.92M Buy
37,860
+7,470
+25% +$379K 0.67% 52
2023
Q4 		$1.55M Buy
30,390
+723
+2% +$35.5K 0.6% 58
2023
Q3 		$1.43M Sell
29,667
-4,247
-13% -$210K 0.61% 59
2023
Q2 		$1.7M Buy
33,914
+4,427
+15% +$222K 0.71% 50
2023
Q1 		$1.49M Buy
29,487
+3,066
+12% +$154K 0.66% 54
2022
Q4 		$1.31M Buy
26,421
+11,321
+75% +$553K 0.64% 54
2022
Q3 		$727K Sell
15,100
-4,420
-23% -$221K 0.45% 63
2022
Q2 		$975K Buy
19,520
+12,413
+175% +$622K 0.58% 53
2022
Q1 		$367K Sell
7,107
-5,038
-41% -$268K 0.21% 102
2021
Q4 		$665K Buy
+12,145
New +$666K 0.54% 64

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stone Summit Wealth's VTEB Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 62% in Q3 2026, selling an estimated $1.07M and leaving 13,040 shares worth $618K. The position accounts for 0.17% of the portfolio, ranked #84.

Stone Summit Wealth first reported a position in VTEB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.93M in Q3 2024. 330 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Stone Summit Wealth held 13,040 shares of Vanguard Tax-Exempt Bond Index Fund worth $618K as of Q3 2026.
  • Stone Summit Wealth sold 21,604 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.07M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Stone Summit Wealth's portfolio in Q3 2026, its #84 holding.
  • Stone Summit Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.93M in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.