Vima LLC
VTEB icon

Vima LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vima LLC’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 		$10.8K Hold
228
– – 0.01% 252
2026
Q2 		$11.5K Buy
+228
New +$11.5K 0.01% 261

Other funds holding VTEB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Vima LLC's VTEB Position: Q3 2026 in Review

Vima LLC held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 228 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #252.

Vima LLC first reported a position in VTEB in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.5K in Q2 2026. 715 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Vima LLC held 228 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.8K as of Q3 2026.
  • Vima LLC left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Vima LLC's portfolio in Q3 2026, its #252 holding.
  • Vima LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2026 and has held it in 2 quarters since.
  • Vima LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.5K in Q2 2026.
  • 715 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.