BRWA
VTEB icon

B. Riley Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

B. Riley Wealth Advisors’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 		$410K Buy
8,087
+1,826
+29% +$91.8K 0.02% 526
2026
Q1 		$312K Buy
6,261
+20
+0.3% +$1.01K 0.02% 573
2025
Q4 		$314K Sell
6,241
-4,153
-40% -$209K 0.01% 698
2025
Q3 		$520K Sell
10,394
-996
-9% -$49K 0.02% 509
2025
Q2 		$558K Buy
+11,390
New +$556K 0.03% 495
2024
Q4 		$1.03M Buy
20,500
+2,016
+11% +$102K 0.03% 439
2024
Q3 		$945K Sell
18,484
-4,654
-20% -$236K 0.03% 515
2024
Q2 		$1.16M Buy
23,138
+6,587
+40% +$330K 0.03% 486
2024
Q1 		$796K Buy
16,551
+1,017
+7% +$51.5K 0.02% 598
2023
Q4 		$793K Sell
15,534
-1,017
-6% -$49.9K 0.02% 600
2023
Q3 		$796K Sell
16,551
-4,148
-20% -$205K 0.02% 598
2023
Q2 		$1.04M Sell
20,699
-4,551
-18% -$229K 0.02% 552
2023
Q1 		$1.28M Buy
25,250
+9,706
+62% +$487K 0.03% 467
2022
Q4 		$769K Sell
15,544
-782
-5% -$38.2K 0.02% 629
2022
Q3 		$786K Buy
16,326
+2,918
+22% +$146K 0.02% 580
2022
Q2 		$670K Buy
13,408
+2,390
+22% +$120K 0.03% 549
2022
Q1 		$568K Buy
11,018
+1,509
+16% +$80.3K 0.02% 687
2021
Q4 		$523K Buy
9,509
+581
+7% +$31.8K 0.02% 785
2021
Q3 		$489K Buy
8,928
+3,364
+60% +$186K 0.02% 795
2021
Q2 		$308K Buy
5,564
+173
+3% +$9.53K 0.01% 1011
2021
Q1 		$295K Buy
+5,391
New +$296K 0.01% 1010
2020
Q1 		– Sell
-11,423
Closed -$612K – 903
2019
Q4 		$612K Buy
11,423
+1,064
+10% +$56.9K 0.05% 356
2019
Q3 		$556K Buy
10,359
+3,634
+54% +$195K 0.05% 378
2019
Q2 		$357K Buy
6,725
+1,614
+32% +$84.8K 0.04% 496
2019
Q1 		$267K Buy
+5,111
New +$263K 0.03% 552
2018
Q4 		– Sell
-4,010
Closed -$203K – 740
2018
Q3 		$203K Buy
+4,010
New +$204K 0.02% 645

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

B. Riley Wealth Advisors's VTEB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 29% in Q2 2026, buying an estimated $91.8K and bringing the position to 8,087 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #526.

B. Riley Wealth Advisors first reported a position in VTEB in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.28M in Q1 2023. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • B. Riley Wealth Advisors held 8,087 shares of Vanguard Tax-Exempt Bond Index Fund worth $410K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,826 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $91.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #526 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and has held it in 26 quarters since.
  • B. Riley Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.28M in Q1 2023.
  • 318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.