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Bedel Financial Consulting’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bedel Financial Consulting’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 		$35.6M Sell
703,574
-202
-0% -$10.2K 3.34% 3
2026
Q1 		$35.1M Buy
703,776
+11,880
+2% +$600K 3.95% 3
2025
Q4 		$34.8M Buy
691,896
+30,628
+5% +$1.54M 3.74% 3
2025
Q3 		$33.1M Buy
661,268
+15,042
+2% +$739K 4.23% 3
2025
Q2 		$31.7M Sell
646,226
-12,025
-2% -$587K 4.32% 3
2025
Q1 		$32.2M Buy
658,251
+18,686
+3% +$935K 4.62% 3
2024
Q4 		$32.2M Buy
639,565
+17,611
+3% +$890K 4.47% 3
2024
Q3 		$31.8M Buy
621,954
+3,648
+0.6% +$185K 4.49% 3
2024
Q2 		$31M Sell
618,306
-6,857
-1% -$343K 4.54% 3
2024
Q1 		$31.6M Sell
625,163
-1,040
-0.2% -$52.7K 4.96% 3
2023
Q4 		$32M Buy
626,203
+32,011
+5% +$1.57M 5.86% 2
2023
Q3 		$28.6M Sell
594,192
-10,436
-2% -$517K 5.79% 2
2023
Q2 		$30.4M Sell
604,628
-1,092
-0.2% -$54.9K 6.34% 2
2023
Q1 		$30.7M Sell
605,720
-3,958
-0.6% -$199K 7.47% 2
2022
Q4 		$30.2M Buy
609,678
+8,013
+1% +$392K 7.5% 2
2022
Q3 		$28.6M Buy
601,665
+28,785
+5% +$1.44M 7.59% 2
2022
Q2 		$28.6M Buy
+572,880
New +$28.7M 8.37% 2
2022
Q1 		– Sell
-192
Closed -$11K – 1073
2021
Q4 		$11K Hold
192
– – ﹤0.01% 676
2021
Q3 		$11K Buy
+192
New +$10.6K ﹤0.01% 659

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

Bedel Financial Consulting's VTEB Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.03% in Q2 2026, selling an estimated $10.2K and leaving 703,574 shares worth $35.6M. The position accounts for 3.34% of the portfolio, ranked #3.

Bedel Financial Consulting first reported a position in VTEB in Q3 2021 and has held it in 19 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Bedel Financial Consulting held 703,574 shares of Vanguard Tax-Exempt Bond Index Fund worth $35.6M as of Q2 2026.
  • Bedel Financial Consulting sold 202 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.34% of Bedel Financial Consulting's portfolio in Q2 2026, its #3 holding.
  • Bedel Financial Consulting first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.