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

Act 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	$2.53M	Buy	50,090 +1,302	+3%	+$65.4K	0.74%	15
2026 Q1	$2.43M	Buy	48,788 +4,700	+11%	+$237K	0.82%	16
2025 Q4	$2.22M	Buy	44,088 +10,000	+29%	+$503K	0.73%	16
2025 Q3	$1.71M	Buy	34,088 +5,000	+17%	+$246K	0.6%	16
2025 Q2	$1.43M	Sell	29,088 -412	-1%	-$20.1K	0.6%	18
2025 Q1	$1.46M	Buy	29,500 +20,000	+211%	+$1M	0.66%	16
2024 Q4	$476K	Hold	9,500	–	–	0.22%	25
2024 Q3	$486K	Buy	+9,500	New	+$481K	0.22%	25
2024 Q1	–	Sell	-4,100	Closed	-$209K	–	50
2023 Q4	$209K	Buy	+4,100	New	+$201K	0.11%	38
2023 Q3	–	Sell	-4,400	Closed	-$221K	–	46
2023 Q2	$221K	Hold	4,400	–	–	0.12%	37
2023 Q1	$223K	Buy	+4,400	New	+$221K	0.13%	37

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

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

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

Act Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.7% in Q2 2026, buying an estimated $65.4K and bringing the position to 50,090 shares worth $2.53M. The position accounts for 0.74% of the portfolio, ranked #15.

Act Wealth Management first reported a position in VTEB in Q1 2023 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Act Wealth Management held 50,090 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.53M as of Q2 2026.
Act Wealth Management bought 1,302 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $65.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.74% of Act Wealth Management's portfolio in Q2 2026, its #15 holding.
Act Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 11 quarters since.
463 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.