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

Whalen Wealth Management’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	$357K	Buy	7,529 +1,034	+16%	+$51K	0.15%	151
2026 Q2	$329K	Buy	6,495 +768	+13%	+$38.6K	0.15%	153
2026 Q1	$286K	Sell	5,727 -172	-3%	-$8.69K	0.15%	157
2025 Q4	$297K	Buy	5,899 +128	+2%	+$6.44K	0.16%	162
2025 Q3	$289K	Buy	5,771 +246	+4%	+$12.1K	0.17%	138
2025 Q2	$271K	Buy	5,525 +129	+2%	+$6.3K	0.17%	151
2025 Q1	$268K	Buy	5,396 +451	+9%	+$22.6K	0.18%	108
2024 Q4	$248K	Buy	+4,945	New	+$250K	0.17%	116

Other funds holding VTEB

WPC

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

BSWM

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

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

Whalen Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q3 2026, buying an estimated $51K and bringing the position to 7,529 shares worth $357K. The position accounts for 0.15% of the portfolio, ranked #151.

Whalen Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Whalen Wealth Management held 7,529 shares of Vanguard Tax-Exempt Bond Index Fund worth $357K as of Q3 2026.
Whalen Wealth Management bought 1,034 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $51K.
Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Whalen Wealth Management's portfolio in Q3 2026, its #151 holding.
Whalen Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.