Wealth Management Resources
VTEB icon

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

Wealth Management Resources’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 		$491K Buy
10,373
+2,562
+33% +$126K 0.15% 28
2026
Q2 		$395K Buy
+7,811
New +$393K 0.12% 28
2026
Q1 		– Sell
-7,800
Closed -$392K – 30
2025
Q4 		$392K Sell
7,800
-7,907
-50% -$398K 0.14% 26
2025
Q3 		$786K Sell
15,707
-510
-3% -$25.1K 0.25% 25
2025
Q2 		$795K Hold
16,217
– – 0.27% 25
2025
Q1 		$805K Sell
16,217
-1,000
-6% -$50K 0.29% 27
2024
Q4 		$863K Buy
17,217
+7,000
+69% +$354K 0.32% 27
2024
Q3 		$522K Sell
10,217
-1,634
-14% -$82.8K 0.21% 29
2024
Q2 		$594K Sell
11,851
-4,149
-26% -$208K 0.26% 28
2024
Q1 		$810K Buy
+16,000
New +$811K 0.35% 31

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

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

Wealth Management Resources increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 33% in Q3 2026, buying an estimated $126K and bringing the position to 10,373 shares worth $491K. The position accounts for 0.15% of the portfolio, ranked #28.

Wealth Management Resources first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $863K in Q4 2024. 769 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Wealth Management Resources held 10,373 shares of Vanguard Tax-Exempt Bond Index Fund worth $491K as of Q3 2026.
  • Wealth Management Resources bought 2,562 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $126K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Wealth Management Resources's portfolio in Q3 2026, its #28 holding.
  • Wealth Management Resources first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
  • Wealth Management Resources's Vanguard Tax-Exempt Bond Index Fund position peaked at $863K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Wealth Management Resources's 13F filing for Q3 2026, filed 21 Oct 2026.