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

Bravera 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 		$705K Buy
13,934
+4,650
+50% +$234K 0.27% 49
2026
Q1 		$463K Buy
9,284
+8,054
+655% +$407K 0.21% 58
2025
Q4 		$61.9K Buy
+1,230
New +$61.9K 0.03% 165

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

Bravera Wealth's VTEB Position: Q2 2026 in Review

Bravera Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 50% in Q2 2026, buying an estimated $234K and bringing the position to 13,934 shares worth $705K. The position accounts for 0.27% of the portfolio, ranked #49.

Bravera Wealth first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Bravera Wealth held 13,934 shares of Vanguard Tax-Exempt Bond Index Fund worth $705K as of Q2 2026.
  • Bravera Wealth bought 4,650 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $234K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Bravera Wealth's portfolio in Q2 2026, its #49 holding.
  • Bravera Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.