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Archford Capital Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Archford Capital 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 		$808K Sell
15,984
-9
-0.1% -$452 0.08% 192
2026
Q1 		$798K Hold
15,993
– – 0.09% 189
2025
Q4 		$804K Sell
15,993
-1,080
-6% -$54.3K 0.09% 183
2025
Q3 		$855K Buy
17,073
+343
+2% +$16.9K 0.1% 182
2025
Q2 		$820K Sell
16,730
-114
-0.7% -$5.57K 0.1% 170
2025
Q1 		$836K Sell
16,844
-5,116
-23% -$256K 0.12% 163
2024
Q4 		$1.1M Buy
21,960
+3,999
+22% +$202K 0.17% 132
2024
Q3 		$909K Sell
17,961
-103
-0.6% -$5.22K 0.14% 136
2024
Q2 		$905K Buy
18,064
+320
+2% +$16K 0.15% 133
2024
Q1 		$898K Sell
17,744
-3,762
-17% -$191K 0.15% 133
2023
Q4 		$1.1M Sell
21,506
-1,826
-8% -$89.5K 0.2% 120
2023
Q3 		$1.12M Buy
23,332
+3,442
+17% +$171K 0.22% 110
2023
Q2 		$1M Buy
19,890
+1,284
+7% +$64.5K 0.19% 128
2023
Q1 		$947K Buy
18,606
+2,934
+19% +$147K 0.2% 124
2022
Q4 		$776K Buy
+15,672
New +$766K 0.18% 135

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

Archford Capital Strategies's VTEB Position: Q2 2026 in Review

Archford Capital Strategies reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.06% in Q2 2026, selling an estimated $452 and leaving 15,984 shares worth $808K. The position accounts for 0.08% of the portfolio, ranked #192.

Archford Capital Strategies first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q3 2023. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Archford Capital Strategies held 15,984 shares of Vanguard Tax-Exempt Bond Index Fund worth $808K as of Q2 2026.
  • Archford Capital Strategies sold 9 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $452.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Archford Capital Strategies's portfolio in Q2 2026, its #192 holding.
  • Archford Capital Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Archford Capital Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.12M in Q3 2023.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.