Surience Private Wealth
VTEB icon

Surience Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Surience Private 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 		$2.37M Buy
50,022
+12,332
+33% +$608K 2.27% 11
2026
Q2 		$1.91M Sell
37,690
-3,514
-9% -$177K 1.68% 21
2026
Q1 		$2.06M Buy
41,204
+35,558
+630% +$1.8M 2.21% 18
2025
Q4 		$284K Buy
+5,646
New +$284K 0.3% 27

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

Surience Private Wealth's VTEB Position: Q3 2026 in Review

Surience Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 33% in Q3 2026, buying an estimated $608K and bringing the position to 50,022 shares worth $2.37M. The position accounts for 2.27% of the portfolio, ranked #11.

Surience Private Wealth first reported a position in VTEB in Q4 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Surience Private Wealth held 50,022 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.37M as of Q3 2026.
  • Surience Private Wealth bought 12,332 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $608K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.27% of Surience Private Wealth's portfolio in Q3 2026, its #11 holding.
  • Surience Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.