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

BSW Wealth Partners’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 		$37.3M Buy
737,502
+107,965
+17% +$5.43M 4.15% 4
2026
Q1 		$31.4M Buy
629,537
+13,964
+2% +$705K 3.83% 5
2025
Q4 		$31M Sell
615,573
-25,832
-4% -$1.3M 3.71% 6
2025
Q3 		$32.1M Sell
641,405
-3,360
-0.5% -$165K 4% 5
2025
Q2 		$31.6M Sell
644,765
-106,908
-14% -$5.22M 4.33% 4
2025
Q1 		$37.3M Sell
751,673
-7,092
-0.9% -$355K 5.66% 3
2024
Q4 		$38M Sell
758,765
-22,396
-3% -$1.13M 5.58% 2
2024
Q3 		$39.9M Buy
781,161
+27,740
+4% +$1.41M 5.99% 3
2024
Q2 		$37.8M Buy
753,421
+42,754
+6% +$2.14M 6.19% 2
2024
Q1 		$36M Buy
710,667
+7,529
+1% +$382K 6.09% 2
2023
Q4 		$35.9M Sell
703,138
-24,841
-3% -$1.22M 7.12% 2
2023
Q3 		$35M Buy
727,979
+20,795
+3% +$1.03M 7.79% 2
2023
Q2 		$35.5M Buy
707,184
+101,691
+17% +$5.11M 7.41% 2
2023
Q1 		$30.7M Buy
605,493
+82,670
+16% +$4.15M 6.28% 2
2022
Q4 		$25.9M Sell
522,823
-449,069
-46% -$22M 5.56% 3
2022
Q3 		$46.8M Buy
971,892
+88,098
+10% +$4.4M 11.49% 2
2022
Q2 		$44.1M Buy
+883,794
New +$44.3M 10.57% 2

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

BSW Wealth Partners's VTEB Position: Q2 2026 in Review

BSW Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, buying an estimated $5.43M and bringing the position to 737,502 shares worth $37.3M. The position accounts for 4.15% of the portfolio, ranked #4.

BSW Wealth Partners first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $46.8M in Q3 2022. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • BSW Wealth Partners held 737,502 shares of Vanguard Tax-Exempt Bond Index Fund worth $37.3M as of Q2 2026.
  • BSW Wealth Partners bought 107,965 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.43M.
  • Vanguard Tax-Exempt Bond Index Fund made up 4.15% of BSW Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • BSW Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • BSW Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $46.8M in Q3 2022.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.