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

TSA Wealth Management’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	$1.67M	Buy	35,238 +2,749	+8%	+$136K	0.47%	39
2026 Q2	$1.64M	Buy	32,489 +34	+0.1%	+$1.71K	0.46%	38
2026 Q1	$1.62M	Buy	32,455 +95	+0.3%	+$4.8K	0.52%	36
2025 Q4	$1.63M	Buy	32,360 +364	+1%	+$18.3K	0.54%	35
2025 Q3	$1.6M	Sell	31,996 -376	-1%	-$18.5K	0.55%	34
2025 Q2	$1.59M	Buy	32,372 +5,193	+19%	+$254K	0.58%	31
2025 Q1	$1.35M	Buy	+27,179	New	+$1.36M	0.54%	30

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

TSA Wealth Management's VTEB Position: Q3 2026 in Review

TSA Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.5% in Q3 2026, buying an estimated $136K and bringing the position to 35,238 shares worth $1.67M. The position accounts for 0.47% of the portfolio, ranked #39.

TSA Wealth Management first reported a position in VTEB in Q1 2025 and has held it in 7 quarters since. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

TSA Wealth Management held 35,238 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.67M as of Q3 2026.
TSA Wealth Management bought 2,749 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $136K.
Vanguard Tax-Exempt Bond Index Fund made up 0.47% of TSA Wealth Management's portfolio in Q3 2026, its #39 holding.
TSA Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 7 quarters since.
665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.