AWM
VTEB icon

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

Activest 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 		$303K Sell
6,000
-109
-2% -$5.48K 0.06% 92
2026
Q1 		$305K Buy
6,109
+40
+0.7% +$2.02K 0.05% 114
2025
Q4 		$305K Buy
6,069
+4,559
+302% +$229K 0.06% 119
2025
Q3 		$75.6K Buy
+1,510
New +$74.2K 0.02% 214

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

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

Activest Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.8% in Q2 2026, selling an estimated $5.48K and leaving 6,000 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #92.

Activest Wealth Management first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $305K in Q4 2025. 615 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Activest Wealth Management held 6,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $303K as of Q2 2026.
  • Activest Wealth Management sold 109 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.48K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Activest Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Activest Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $305K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.