BW
VTEB icon

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

Balance Wealth’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 		$572K Sell
11,313
-4,880
-30% -$245K 0.15% 84
2026
Q1 		$808K Buy
16,193
+4,601
+40% +$232K 0.25% 67
2025
Q4 		$583K Buy
11,592
+214
+2% +$10.8K 0.19% 78
2025
Q3 		$570K Buy
11,378
+151
+1% +$7.42K 0.14% 82
2025
Q2 		$550K Buy
11,227
+675
+6% +$33K 0.32% 65
2025
Q1 		$524K Buy
+10,552
New +$528K 0.34% 62

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
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
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

Balance Wealth's VTEB Position: Q2 2026 in Review

Balance Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 30% in Q2 2026, selling an estimated $245K and leaving 11,313 shares worth $572K. The position accounts for 0.15% of the portfolio, ranked #84.

Balance Wealth first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $808K in Q1 2026. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Balance Wealth held 11,313 shares of Vanguard Tax-Exempt Bond Index Fund worth $572K as of Q2 2026.
  • Balance Wealth sold 4,880 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $245K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Balance Wealth's portfolio in Q2 2026, its #84 holding.
  • Balance Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $808K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.