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

Abound 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 Q2	$139K	Buy	2,743 +6	+0.2%	+$302	0.03%	126
2026 Q1	$137K	Buy	2,737 +357	+15%	+$18K	0.03%	121
2025 Q4	$120K	Buy	2,380 +98	+4%	+$4.93K	0.03%	122
2025 Q3	$114K	Sell	2,282 -1,915	-46%	-$94.1K	0.03%	123
2025 Q2	$206K	Buy	4,197 +3,887	+1,254%	+$190K	0.06%	75
2025 Q1	$15.4K	Hold	310	–	–	0.01%	339
2024 Q4	$15.5K	Hold	310	–	–	0.01%	326
2024 Q3	$15.8K	Buy	310 +38	+14%	+$1.93K	0.01%	335
2024 Q2	$13.6K	Buy	+272	New	+$13.6K	0.01%	319
2022 Q2	–	Sell	-4,389	Closed	-$226K	–	132
2022 Q1	$226K	Sell	4,389 -982	-18%	-$52.3K	0.16%	36
2021 Q4	$295K	Buy	+5,371	New	+$294K	0.23%	31

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

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

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

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Abound Wealth Management's VTEB Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.22% in Q2 2026, buying an estimated $302 and bringing the position to 2,743 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #126.

Abound Wealth Management first reported a position in VTEB in Q4 2021 and has held it in 11 quarters since. The position peaked at $295K in Q4 2021. 379 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Abound Wealth Management held 2,743 shares of Vanguard Tax-Exempt Bond Index Fund worth $139K as of Q2 2026.
Abound Wealth Management bought 6 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $302.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #126 holding.
Abound Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 11 quarters since.
Abound Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $295K in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.