YIA
VTEB icon

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

YHB 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 		$719K Buy
15,173
+10,143
+202% +$500K 0.05% 193
2026
Q2 		$254K Buy
+5,030
New +$253K 0.02% 290
2025
Q4 		– Sell
-4,036
Closed -$202K – 312
2025
Q3 		$202K Buy
+4,036
New +$198K 0.01% 298
2025
Q2 		– Sell
-4,036
Closed -$200K – 304
2025
Q1 		$200K Buy
+4,036
New +$202K 0.02% 289
2024
Q4 		– Sell
-4,415
Closed -$226K – 288
2024
Q3 		$226K Hold
4,415
– – 0.02% 266
2024
Q2 		$221K Buy
4,415
+200
+5% +$10K 0.02% 265
2024
Q1 		$213K Hold
4,215
– – 0.02% 263
2023
Q4 		$215K Hold
4,215
– – 0.02% 254
2023
Q3 		$203K Buy
4,215
+105
+3% +$5.2K 0.02% 263
2023
Q2 		$206K Buy
+4,110
New +$207K 0.02% 272
2023
Q1 		– Sell
-6,310
Closed -$312K – 291
2022
Q4 		$312K Sell
6,310
-5,555
-47% -$272K 0.03% 218
2022
Q3 		$571K Sell
11,865
-6,600
-36% -$330K 0.06% 179
2022
Q2 		$922K Sell
18,465
-7,500
-29% -$376K 0.1% 153
2022
Q1 		$1.34M Sell
25,965
-17,090
-40% -$910K 0.12% 142
2021
Q4 		$2.36M Sell
43,055
-5,770
-12% -$316K 0.19% 115
2021
Q3 		$2.67M Sell
48,825
-6,773
-12% -$375K 0.23% 108
2021
Q2 		$3.08M Sell
55,598
-451
-0.8% -$24.8K 0.26% 98
2021
Q1 		$3.09M Buy
56,049
+5,335
+11% +$293K 0.27% 95
2020
Q4 		$2.8M Buy
50,714
+9,905
+24% +$541K 0.27% 94
2020
Q3 		$2.22M Buy
+40,809
New +$2.23M 0.24% 98

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
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
GG
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

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

YHB Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 202% in Q3 2026, buying an estimated $500K and bringing the position to 15,173 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #193.

YHB Investment Advisors first reported a position in VTEB in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.09M in Q1 2021. 243 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • YHB Investment Advisors held 15,173 shares of Vanguard Tax-Exempt Bond Index Fund worth $719K as of Q3 2026.
  • YHB Investment Advisors bought 10,143 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $500K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of YHB Investment Advisors's portfolio in Q3 2026, its #193 holding.
  • YHB Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 20 quarters since.
  • YHB Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.09M in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.