AmeriFlex Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

AmeriFlex Group’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	$280K	Buy	+5,530	New	+$278K	0.11%	172
2025 Q3	–	Sell	-6,593	Closed	-$323K	–	1369
2025 Q2	$323K	Buy	6,593 +6,150	+1,388%	+$300K	0.17%	118
2025 Q1	$22K	Hold	443	–	–	0.01%	670
2024 Q4	$22.2K	Buy	+443	New	+$22.4K	0.01%	604

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AmeriFlex Group's VTEB Position: Q2 2026 in Review

AmeriFlex Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,530 shares worth $280K. The stake represents 0.11% of the portfolio and ranks #172 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in VTEB as recently as Q2 2025.

AmeriFlex Group first reported a position in VTEB in Q4 2024 and has held it in 4 quarters since. The position peaked at $323K in Q2 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

AmeriFlex Group held 5,530 shares of Vanguard Tax-Exempt Bond Index Fund worth $280K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new AmeriFlex Group position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of AmeriFlex Group's portfolio in Q2 2026, its #172 holding.
AmeriFlex Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 4 quarters since.
AmeriFlex Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $323K in Q2 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.