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Beacon Wealthcare LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beacon Wealthcare LLC’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 		$9.12M Buy
180,362
+17,181
+11% +$863K 2.92% 6
2026
Q1 		$8.14M Buy
163,181
+8,545
+6% +$431K 2.87% 7
2025
Q4 		$7.78M Buy
154,636
+5,069
+3% +$255K 2.67% 7
2025
Q3 		$7.49M Buy
149,567
+7,416
+5% +$364K 2.63% 7
2025
Q2 		$6.97M Buy
142,151
+7,763
+6% +$379K 2.63% 7
2025
Q1 		$6.67M Sell
134,388
-3,569
-3% -$179K 2.71% 7
2024
Q4 		$6.92M Buy
137,957
+9,943
+8% +$503K 2.81% 7
2024
Q3 		$6.54M Buy
128,014
+15,039
+13% +$762K 2.64% 7
2024
Q2 		$5.66M Buy
112,975
+7,870
+7% +$394K 2.47% 7
2024
Q1 		$5.32M Buy
105,105
+5,210
+5% +$264K 2.43% 6
2023
Q4 		$5.1M Buy
99,895
+30,069
+43% +$1.47M 2.45% 6
2023
Q3 		$3.36M Buy
69,826
+13,819
+25% +$685K 1.77% 7
2023
Q2 		$2.81M Buy
56,007
+7,584
+16% +$381K 1.43% 8
2023
Q1 		$2.45M Buy
48,423
+6,352
+15% +$319K 1.28% 8
2022
Q4 		$2.08M Buy
+42,071
New +$2.06M 1.17% 8

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Beacon Wealthcare LLC's VTEB Position: Q2 2026 in Review

Beacon Wealthcare LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $863K and bringing the position to 180,362 shares worth $9.12M. The position accounts for 2.92% of the portfolio, ranked #6.

Beacon Wealthcare LLC first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Beacon Wealthcare LLC held 180,362 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.12M as of Q2 2026.
  • Beacon Wealthcare LLC bought 17,181 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $863K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.92% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #6 holding.
  • Beacon Wealthcare LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.