BWM
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Boyd Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Boyd Wealth Management’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 		$1.08M Sell
21,259
-5,064
-19% -$254K 0.41% 25
2026
Q1 		$1.31M Hold
26,323
– – 0.56% 24
2025
Q4 		$1.32M Sell
26,323
-10,869
-29% -$547K 0.56% 24
2025
Q3 		$1.86M Hold
37,192
– – 0.8% 22
2025
Q2 		$1.82M Sell
37,192
-2,610
-7% -$128K 0.79% 21
2025
Q1 		$1.97M Buy
39,802
+9,395
+31% +$470K 0.98% 16
2024
Q4 		$1.52M Buy
30,407
+2,440
+9% +$123K 0.75% 20
2024
Q3 		$1.43M Sell
27,967
-4,998
-15% -$253K 0.72% 22
2024
Q2 		$1.65M Sell
32,965
-6,215
-16% -$311K 0.91% 19
2024
Q1 		$1.98M Buy
39,180
+5,152
+15% +$261K 1.13% 17
2023
Q4 		$1.74M Buy
34,028
+2,049
+6% +$100K 1.08% 17
2023
Q3 		$1.54M Buy
31,979
+2,146
+7% +$106K 1.03% 18
2023
Q2 		$1.5M Sell
29,833
-8,644
-22% -$434K 0.91% 19
2023
Q1 		$1.95M Sell
38,477
-2,485
-6% -$125K 1.35% 15
2022
Q4 		$2.03M Buy
+40,962
New +$2M 1.49% 16
2022
Q3 		– Sell
-18,158
Closed -$906K – 44
2022
Q2 		$906K Buy
+18,158
New +$910K 0.74% 20

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Boyd Wealth Management's VTEB Position: Q2 2026 in Review

Boyd Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, selling an estimated $254K and leaving 21,259 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #25.

Boyd Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.03M in Q4 2022. 285 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Boyd Wealth Management held 21,259 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.08M as of Q2 2026.
  • Boyd Wealth Management sold 5,064 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $254K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Boyd Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Boyd Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Boyd Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.03M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.