Wetzel Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wetzel Investment Advisors’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	$752K	Buy	15,888 +181	+1%	+$8.93K	0.26%	60
2026 Q2	$794K	Buy	15,707 +188	+1%	+$9.45K	0.28%	56
2026 Q1	$774K	Buy	15,519 +148	+1%	+$7.47K	0.31%	51
2025 Q4	$773K	Sell	15,371 -70	-0.5%	-$3.52K	0.31%	48
2025 Q3	$773K	Sell	15,441 -2,138	-12%	-$105K	0.33%	47
2025 Q2	$862K	Sell	17,579 -1,684	-9%	-$82.3K	0.39%	42
2025 Q1	$956K	Sell	19,263 -27	-0.1%	-$1.35K	0.48%	37
2024 Q4	$967K	Sell	19,290 -384	-2%	-$19.4K	0.48%	39
2024 Q3	$1.01M	Buy	19,674 +3,202	+19%	+$162K	0.51%	39
2024 Q2	$833K	Hold	16,472	–	–	0.48%	40
2024 Q1	$823K	Sell	16,472 -176	-1%	-$8.92K	0.48%	39
2023 Q4	$850K	Buy	+16,648	New	+$816K	0.52%	37

Other funds holding VTEB

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

LWM

Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

Wetzel Investment Advisors's VTEB Position: Q3 2026 in Review

Wetzel Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q3 2026, buying an estimated $8.93K and bringing the position to 15,888 shares worth $752K. The position accounts for 0.26% of the portfolio, ranked #60.

Wetzel Investment Advisors first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2024. 237 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Wetzel Investment Advisors held 15,888 shares of Vanguard Tax-Exempt Bond Index Fund worth $752K as of Q3 2026.
Wetzel Investment Advisors bought 181 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $8.93K.
Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Wetzel Investment Advisors's portfolio in Q3 2026, its #60 holding.
Wetzel Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.01M in Q3 2024.
237 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.