American Financial & Tax Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

American Financial & Tax Strategies’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	$5.74M	Sell	113,421 -219	-0.2%	-$11K	2.59%	11
2026 Q1	$5.67M	Sell	113,640 -464	-0.4%	-$23.4K	2.76%	11
2025 Q4	$5.74M	Sell	114,104 -664	-0.6%	-$33.4K	2.86%	9
2025 Q3	$5.75M	Sell	114,768 -4,757	-4%	-$234K	2.87%	9
2025 Q2	$5.86M	Buy	119,525 +8,608	+8%	+$421K	3.03%	8
2025 Q1	$5.5M	Buy	110,917 +3,254	+3%	+$163K	2.96%	8
2024 Q4	$5.4M	Buy	107,663 +2,914	+3%	+$147K	2.8%	9
2024 Q3	$5.35M	Buy	104,749 +3,279	+3%	+$166K	2.72%	10
2024 Q2	$5.08M	Buy	101,470 +18,742	+23%	+$938K	2.68%	8
2024 Q1	$4.19M	Buy	82,728 +12,886	+18%	+$653K	2.25%	13
2023 Q4	$3.57M	Buy	+69,842	New	+$3.42M	2.04%	16

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

American Financial & Tax Strategies's VTEB Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.19% in Q2 2026, selling an estimated $11K and leaving 113,421 shares worth $5.74M. The position accounts for 2.59% of the portfolio, ranked #11.

American Financial & Tax Strategies first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.86M in Q2 2025. 1,179 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

American Financial & Tax Strategies held 113,421 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.74M as of Q2 2026.
American Financial & Tax Strategies sold 219 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11K.
Vanguard Tax-Exempt Bond Index Fund made up 2.59% of American Financial & Tax Strategies's portfolio in Q2 2026, its #11 holding.
American Financial & Tax Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.86M in Q2 2025.
1,179 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.