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

Unique 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	$3.82M	Sell	80,603 -77,294	-49%	-$3.81M	0.44%	51
2026 Q2	$7.99M	Buy	157,897 +21,552	+16%	+$1.08M	0.93%	27
2026 Q1	$6.8M	Buy	136,345 +60,808	+81%	+$3.07M	0.94%	26
2025 Q4	$3.8M	Sell	75,537 -1,599	-2%	-$80.5K	0.53%	42
2025 Q3	$3.86M	Sell	77,136 -3,021	-4%	-$148K	0.57%	43
2025 Q2	$3.93M	Buy	+80,157	New	+$3.92M	0.63%	40
2023 Q4	–	Sell	-31,180	Closed	-$1.5M	–	87
2023 Q3	$1.5M	Sell	31,180 -11,070	-26%	-$548K	0.63%	23
2023 Q2	$2.12M	Buy	42,250 +1,763	+4%	+$88.6K	0.93%	19
2023 Q1	$2.05M	Buy	40,487 +23,525	+139%	+$1.18M	0.99%	17
2022 Q4	$839K	Buy	+16,962	New	+$829K	0.45%	24

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Unique Wealth's VTEB Position: Q3 2026 in Review

Unique Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 49% in Q3 2026, selling an estimated $3.81M and leaving 80,603 shares worth $3.82M. The position accounts for 0.44% of the portfolio, ranked #51.

Unique Wealth first reported a position in VTEB in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.99M in Q2 2026. 642 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Unique Wealth held 80,603 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.82M as of Q3 2026.
Unique Wealth sold 77,294 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $3.81M.
Vanguard Tax-Exempt Bond Index Fund made up 0.44% of Unique Wealth's portfolio in Q3 2026, its #51 holding.
Unique Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 10 quarters since.
Unique Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.99M in Q2 2026.
642 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

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