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Affinity Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Affinity Capital 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 		$206K Buy
+4,084
New +$205K 0.03% 197

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Affinity Capital Advisors's VTEB Position: Q2 2026 in Review

Affinity Capital Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,084 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Affinity Capital Advisors held 4,084 shares of Vanguard Tax-Exempt Bond Index Fund worth $206K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Affinity Capital Advisors position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.