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

Towerpoint 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	$271K	Hold	5,732	–	–	0.1%	93
2026 Q2	$290K	Hold	5,732	–	–	0.1%	93
2026 Q1	$286K	Hold	5,732	–	–	0.12%	76
2025 Q4	$288K	Buy	+5,732	New	+$288K	0.11%	74
2025 Q2	–	Sell	-12,270	Closed	-$609K	–	93
2025 Q1	$609K	Sell	12,270 -3,400	-22%	-$170K	0.3%	47
2024 Q4	$786K	Sell	15,670 -162	-1%	-$8.19K	0.38%	42
2024 Q3	$809K	Hold	15,832	–	–	0.38%	40
2024 Q2	$793K	Hold	15,832	–	–	0.4%	41
2024 Q1	$801K	Hold	15,832	–	–	0.4%	41
2023 Q4	$808K	Hold	15,832	–	–	0.44%	38
2023 Q3	$762K	Hold	15,832	–	–	0.45%	39
2023 Q2	$795K	Hold	15,832	–	–	0.45%	40
2023 Q1	$802K	Hold	15,832	–	–	0.46%	39
2022 Q4	$784K	Buy	+15,832	New	+$774K	0.45%	39

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

Towerpoint Wealth's VTEB Position: Q3 2026 in Review

Towerpoint Wealth held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 5,732 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #93.

Towerpoint Wealth first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $809K in Q3 2024. 657 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Towerpoint Wealth held 5,732 shares of Vanguard Tax-Exempt Bond Index Fund worth $271K as of Q3 2026.
Towerpoint Wealth left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Towerpoint Wealth's portfolio in Q3 2026, its #93 holding.
Towerpoint Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Towerpoint Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $809K in Q3 2024.
657 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.