Barnes Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Barnes Wealth Management 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	$558K	Buy	11,028 +71	+0.6%	+$3.57K	0.26%	99
2026 Q1	$547K	Buy	10,957 +32	+0.3%	+$1.62K	0.28%	92
2025 Q4	$549K	Sell	10,925 -2,094	-16%	-$105K	0.29%	83
2025 Q3	$652K	Buy	13,019 +593	+5%	+$29.1K	0.36%	72
2025 Q2	$609K	Sell	12,426 -1,861	-13%	-$90.9K	0.36%	70
2025 Q1	$709K	Sell	14,287 -1,506	-10%	-$75.3K	0.45%	56
2024 Q4	$792K	Buy	+15,793	New	+$798K	0.53%	48

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

Barnes Wealth Management Group's VTEB Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.65% in Q2 2026, buying an estimated $3.57K and bringing the position to 11,028 shares worth $558K. The position accounts for 0.26% of the portfolio, ranked #99.

Barnes Wealth Management Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q4 2024. 581 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Barnes Wealth Management Group held 11,028 shares of Vanguard Tax-Exempt Bond Index Fund worth $558K as of Q2 2026.
Barnes Wealth Management Group bought 71 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.57K.
Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Barnes Wealth Management Group's portfolio in Q2 2026, its #99 holding.
Barnes Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $792K in Q4 2024.
581 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.