True Wealth Design
VTEB icon

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

True Wealth Design’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 		– Sell
-525
Closed -$26.6K – 2792
2026
Q2 		$26.6K Buy
+525
New +$26.4K 0.01% 716

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

True Wealth Design's VTEB Position: Q3 2026 in Review

True Wealth Design sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 525 shares — an estimated $26.6K sold.

True Wealth Design first reported a position in VTEB in Q2 2026 and held it in 1 quarter. The position peaked at $26.6K in Q2 2026. 959 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • True Wealth Design reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 525 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $26.6K.
  • True Wealth Design first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2026 and held it in 1 quarter.
  • True Wealth Design's Vanguard Tax-Exempt Bond Index Fund position peaked at $26.6K in Q2 2026.
  • 959 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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