BWM
VTEB icon

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

Brown 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 		$5.68M Sell
112,295
-14,572
-11% -$732K 1.27% 21
2026
Q1 		$6.33M Buy
126,867
+1,482
+1% +$74.8K 1.63% 16
2025
Q4 		$6.31M Buy
125,385
+4,849
+4% +$244K 1.66% 13
2025
Q3 		$6.04M Sell
120,536
-3,751
-3% -$184K 1.69% 16
2025
Q2 		$6.09M Buy
124,287
+55,493
+81% +$2.71M 1.89% 15
2025
Q1 		$3.41M Sell
68,794
-20,495
-23% -$1.03M 1.17% 20
2024
Q4 		$4.48M Buy
89,289
+14,561
+19% +$736K 1.59% 18
2024
Q3 		$3.82M Buy
74,728
+7,120
+11% +$361K 1.38% 17
2024
Q2 		$3.39M Sell
67,608
-376
-0.6% -$18.8K 1.37% 18
2024
Q1 		$3.44M Sell
67,984
-4,750
-7% -$241K 1.42% 19
2023
Q4 		$3.71M Sell
72,734
-9,446
-11% -$463K 1.64% 18
2023
Q3 		$3.95M Sell
82,180
-71,358
-46% -$3.53M 1.88% 18
2023
Q2 		$7.71M Buy
+153,538
New +$7.71M 3.99% 5

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
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

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

Brown Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $732K and leaving 112,295 shares worth $5.68M. The position accounts for 1.27% of the portfolio, ranked #21.

Brown Wealth Management first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.71M in Q2 2023. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Brown Wealth Management held 112,295 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.68M as of Q2 2026.
  • Brown Wealth Management sold 14,572 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $732K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.27% of Brown Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Brown Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.71M in Q2 2023.
  • 362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.