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

Aprio 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 		$14.6M Sell
287,867
-18,464
-6% -$928K 0.72% 35
2026
Q1 		$15.3M Buy
306,331
+125,886
+70% +$6.36M 0.83% 34
2025
Q4 		$14.6M Buy
180,445
+8,466
+5% +$426K 0.84% 34
2025
Q3 		$8.61M Sell
171,979
-30,411
-15% -$1.49M 0.86% 24
2025
Q2 		$9.92M Buy
202,390
+37,279
+23% +$1.82M 1.12% 20
2025
Q1 		$8.19M Buy
165,111
+38,665
+31% +$1.93M 1.03% 23
2024
Q4 		$6.34M Buy
126,446
+16,569
+15% +$838K 0.92% 23
2024
Q3 		$5.62M Sell
109,877
-3,376
-3% -$171K 0.9% 25
2024
Q2 		$5.68M Buy
113,253
+14,054
+14% +$703K 1.03% 22
2024
Q1 		$5.02M Buy
99,199
+46,945
+90% +$2.38M 0.98% 22
2023
Q4 		$2.67M Buy
+52,254
New +$2.56M 0.6% 29
2020
Q4 		– Sell
-76,345
Closed -$4.16M – 68
2020
Q3 		$4.16M Hold
76,345
– – 2.95% 9
2020
Q2 		$4.13M Buy
+76,345
New +$4.07M 3.99% 5

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

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

Aprio Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6% in Q2 2026, selling an estimated $928K and leaving 287,867 shares worth $14.6M. The position accounts for 0.72% of the portfolio, ranked #35.

Aprio Wealth Management first reported a position in VTEB in Q2 2020 and has held it in 13 quarters since. The position peaked at $15.3M in Q1 2026. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Aprio Wealth Management held 287,867 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.6M as of Q2 2026.
  • Aprio Wealth Management sold 18,464 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $928K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.72% of Aprio Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Aprio Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 13 quarters since.
  • Aprio Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $15.3M in Q1 2026.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.