Avid Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Avid Wealth Partners’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	–	Sell	-28,753	Closed	-$1.43M	–	87
2026 Q1	$1.43M	Buy	28,753 +597	+2%	+$30.1K	0.68%	23
2025 Q4	$1.42M	Sell	28,156 -2,036	-7%	-$102K	0.69%	27
2025 Q3	$1.51M	Sell	30,192 -23,669	-44%	-$1.16M	0.75%	25
2025 Q2	$2.64M	Buy	53,861 +9,930	+23%	+$485K	1.51%	19
2025 Q1	$2.18M	Sell	43,931 -10,432	-19%	-$522K	1.48%	19
2024 Q4	$2.73M	Sell	54,363 -1,237	-2%	-$62.5K	1.94%	15
2024 Q3	$2.84M	Sell	55,600 -388	-0.7%	-$19.7K	2.01%	15
2024 Q2	$2.81M	Buy	55,988 +47,165	+535%	+$2.36M	2.18%	16
2024 Q1	$446K	Buy	+8,823	New	+$447K	0.36%	28

Other funds holding VTEB

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avid Wealth Partners's VTEB Position: Q2 2026 in Review

Avid Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 28,753 shares — an estimated $1.43M sold.

Avid Wealth Partners first reported a position in VTEB in Q1 2024 and held it in 9 quarters. The position peaked at $2.84M in Q3 2024. 842 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Avid Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Avid Wealth Partners sold 28,753 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.43M.
Avid Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 9 quarters.
Avid Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.84M in Q3 2024.
842 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.