AWM
VTEB icon

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

Accurate 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 		$324K Buy
6,432
+1,175
+22% +$59K 0.03% 441
2026
Q1 		$264K Sell
5,257
-6,637
-56% -$335K 0.03% 444
2025
Q4 		$602K Hold
11,894
– – 0.08% 266
2025
Q3 		$598K Sell
11,894
-588
-5% -$28.9K 0.08% 259
2025
Q2 		$611K Sell
12,482
-869
-7% -$42.5K 0.09% 224
2025
Q1 		$644K Buy
13,351
+4,423
+50% +$221K 0.12% 174
2024
Q4 		$445K Sell
8,928
-3
-0% -$152 0.09% 218
2024
Q3 		$453K Sell
8,931
-255
-3% -$12.9K 0.09% 215
2024
Q2 		$464K Hold
9,186
– – 0.11% 175
2024
Q1 		$459K Buy
9,186
+382
+4% +$19.4K 0.13% 155
2023
Q4 		$449K Sell
8,804
-4,344
-33% -$213K 0.14% 150
2023
Q3 		$630K Sell
13,148
-26,559
-67% -$1.32M 0.2% 113
2023
Q2 		$1.99M Sell
39,707
-782
-2% -$39.3K 0.62% 43
2023
Q1 		$2.06M Sell
40,489
-214
-0.5% -$10.7K 0.71% 23
2022
Q4 		$2.04M Buy
+40,703
New +$1.99M 0.75% 20

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

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

Accurate Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, buying an estimated $59K and bringing the position to 6,432 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #441.

Accurate Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.06M in Q1 2023. 463 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Accurate Wealth Management held 6,432 shares of Vanguard Tax-Exempt Bond Index Fund worth $324K as of Q2 2026.
  • Accurate Wealth Management bought 1,175 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $59K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Accurate Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.06M in Q1 2023.
  • 463 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.