URS Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

URS Advisory’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	$277K	Buy	+5,841	New	+$288K	0.15%	54

Other funds holding VTEB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

URS Advisory's VTEB Position: Q3 2026 in Review

URS Advisory opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 5,841 shares worth $277K. The stake represents 0.15% of the portfolio and ranks #54 among its holdings.

1,025 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

URS Advisory held 5,841 shares of Vanguard Tax-Exempt Bond Index Fund worth $277K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new URS Advisory position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.15% of URS Advisory's portfolio in Q3 2026, its #54 holding.
1,025 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on URS Advisory's 13F filing for Q3 2026, filed 10 Nov 2026.