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

Brucke Financial’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	$1.77M	Buy	34,913 +4,704	+16%	+$236K	0.78%	24
2026 Q1	$1.51M	Buy	30,209 +2,628	+10%	+$133K	0.76%	26
2025 Q4	$1.39M	Buy	27,581 +5,399	+24%	+$272K	0.76%	26
2025 Q3	$1.12M	Buy	22,182 +3,553	+19%	+$175K	0.66%	30
2025 Q2	$913K	Sell	18,629 -198	-1%	-$9.67K	0.63%	31
2025 Q1	$926K	Sell	18,827 -3,850	-17%	-$193K	0.8%	28
2024 Q4	$1.14M	Buy	+22,677	New	+$1.15M	0.98%	25

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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 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

BBNB

Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Brucke Financial's VTEB Position: Q2 2026 in Review

Brucke Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, buying an estimated $236K and bringing the position to 34,913 shares worth $1.77M. The position accounts for 0.78% of the portfolio, ranked #24.

Brucke Financial first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 637 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Brucke Financial held 34,913 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.77M as of Q2 2026.
Brucke Financial bought 4,704 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $236K.
Vanguard Tax-Exempt Bond Index Fund made up 0.78% of Brucke Financial's portfolio in Q2 2026, its #24 holding.
Brucke Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
637 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.