4Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

4Wealth 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 Q2	$598K	Sell	11,802 -10	-0.1%	-$503	0.46%	67
2026 Q1	$588K	Hold	11,812	–	–	0.5%	70
2025 Q4	$594K	Sell	11,812 -1,557	-12%	-$78.3K	0.51%	68
2025 Q3	$669K	Hold	13,369	–	–	0.6%	59
2025 Q2	$655K	Buy	13,369 +470	+4%	+$23K	0.67%	47
2025 Q1	$640K	Sell	12,899 -8,878	-41%	-$444K	0.7%	40
2024 Q4	$1.09M	Buy	+21,777	New	+$1.1M	1.09%	24

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

4Wealth Advisors's VTEB Position: Q2 2026 in Review

4Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.08% in Q2 2026, selling an estimated $503 and leaving 11,802 shares worth $598K. The position accounts for 0.46% of the portfolio, ranked #67.

4Wealth Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

4Wealth Advisors held 11,802 shares of Vanguard Tax-Exempt Bond Index Fund worth $598K as of Q2 2026.
4Wealth Advisors sold 10 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $503.
Vanguard Tax-Exempt Bond Index Fund made up 0.46% of 4Wealth Advisors's portfolio in Q2 2026, its #67 holding.
4Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.09M in Q4 2024.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.