ARS Wealth Advisors Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

ARS Wealth Advisors 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	$1.34M	Buy	26,536 +6,825	+35%	+$343K	0.11%	83
2026 Q1	$983K	Hold	19,711	–	–	0.08%	90
2025 Q4	$991K	Buy	19,711 +7,461	+61%	+$375K	0.09%	79
2025 Q3	$613K	Hold	12,250	–	–	0.06%	99
2025 Q2	$601K	Hold	12,250	–	–	0.07%	97
2025 Q1	$608K	Sell	12,250 -12,000	-49%	-$600K	0.09%	84
2024 Q4	$1.22M	Buy	24,250 +4,000	+20%	+$202K	0.17%	58
2024 Q3	$1.04M	Hold	20,250	–	–	0.13%	69
2024 Q2	$1.01M	Hold	20,250	–	–	0.13%	66
2024 Q1	$1.02M	Hold	20,250	–	–	0.14%	66
2023 Q4	$1.03M	Sell	20,250 -77	-0.4%	-$3.78K	0.15%	63
2023 Q3	$978K	Buy	20,327 +77	+0.4%	+$3.81K	0.16%	67
2023 Q2	$1.02M	Hold	20,250	–	–	0.16%	65
2023 Q1	$1.03M	Hold	20,250	–	–	0.19%	54
2022 Q4	$1M	Hold	20,250	–	–	0.17%	62
2022 Q3	$975K	Hold	20,250	–	–	0.15%	74
2022 Q2	$1.01M	Hold	20,250	–	–	0.14%	84
2022 Q1	$1.04M	Hold	20,250	–	–	0.18%	56
2021 Q4	$1.11M	Hold	20,250	–	–	0.19%	56
2021 Q3	$1.11M	Buy	+20,250	New	+$1.12M	0.2%	49

Other funds holding VTEB

CCWA

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

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

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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

BBNB

Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

ARS Wealth Advisors Group's VTEB Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 35% in Q2 2026, buying an estimated $343K and bringing the position to 26,536 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #83.

ARS Wealth Advisors Group first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. 626 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

ARS Wealth Advisors Group held 26,536 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.34M as of Q2 2026.
ARS Wealth Advisors Group bought 6,825 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $343K.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #83 holding.
ARS Wealth Advisors Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.