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Burney Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Burney Company’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 		$3.89M Buy
76,984
+4,040
+6% +$203K 0.11% 162
2026
Q1 		$3.64M Buy
72,944
+12,432
+21% +$628K 0.11% 158
2025
Q4 		$3.04M Buy
60,512
+2,619
+5% +$132K 0.09% 191
2025
Q3 		$2.9M Buy
57,893
+3,118
+6% +$153K 0.09% 191
2025
Q2 		$2.69M Buy
54,775
+26,613
+94% +$1.3M 0.09% 188
2025
Q1 		$1.4M Buy
28,162
+6,713
+31% +$336K 0.05% 266
2024
Q4 		$1.08M Buy
21,449
+4,192
+24% +$212K 0.04% 306
2024
Q3 		$882K Buy
17,257
+1,104
+7% +$55.9K 0.03% 338
2024
Q2 		$809K Buy
16,153
+2,520
+18% +$126K 0.03% 349
2024
Q1 		$690K Buy
13,633
+1,088
+9% +$55.1K 0.03% 379
2023
Q4 		$640K Buy
12,545
+1,045
+9% +$51.2K 0.03% 386
2023
Q3 		$553K Buy
11,500
+356
+3% +$17.6K 0.03% 387
2023
Q2 		$560K Buy
11,144
+157
+1% +$7.89K 0.03% 389
2023
Q1 		$557K Sell
10,987
-402
-4% -$20.2K 0.03% 388
2022
Q4 		$564K Buy
11,389
+365
+3% +$17.8K 0.03% 379
2022
Q3 		$531K Sell
11,024
-4,583
-29% -$229K 0.03% 402
2022
Q2 		$779K Buy
15,607
+9,518
+156% +$477K 0.04% 340
2022
Q1 		$314K Buy
6,089
+1,069
+21% +$56.9K 0.01% 486
2021
Q4 		$276K Buy
5,020
+1,225
+32% +$67.1K 0.01% 509
2021
Q3 		$208K Hold
3,795
– – 0.01% 551
2021
Q2 		$210K Hold
3,795
– – 0.01% 567
2021
Q1 		$207K Buy
+3,795
New +$209K 0.01% 544

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

Burney Company's VTEB Position: Q2 2026 in Review

Burney Company increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q2 2026, buying an estimated $203K and bringing the position to 76,984 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #162.

Burney Company first reported a position in VTEB in Q1 2021 and has held it in 22 quarters since. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Burney Company held 76,984 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.89M as of Q2 2026.
  • Burney Company bought 4,040 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $203K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Burney Company's portfolio in Q2 2026, its #162 holding.
  • Burney Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.