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

Cahill Financial Advisors’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 		$2.82M Buy
55,811
+9,016
+19% +$453K 0.27% 61
2026
Q1 		$2.33M Buy
46,795
+9,635
+26% +$487K 0.25% 69
2025
Q4 		$1.87M Buy
37,160
+6,699
+22% +$337K 0.2% 81
2025
Q3 		$1.53M Buy
30,461
+4,440
+17% +$218K 0.17% 89
2025
Q2 		$1.28M Sell
26,021
-597
-2% -$29.2K 0.16% 97
2025
Q1 		$1.32M Sell
26,618
-1,063
-4% -$53.2K 0.18% 91
2024
Q4 		$1.39M Buy
27,681
+1,185
+4% +$59.9K 0.19% 88
2024
Q3 		$1.35M Sell
26,496
-1,205
-4% -$61.1K 0.19% 87
2024
Q2 		$1.39M Sell
27,701
-454
-2% -$22.7K 0.19% 94
2024
Q1 		$1.42M Sell
28,155
-830
-3% -$42.1K 0.19% 97
2023
Q4 		$1.48M Buy
28,985
+3,565
+14% +$175K 0.22% 89
2023
Q3 		$1.22M Buy
25,420
+1,454
+6% +$72K 0.2% 103
2023
Q2 		$1.2M Sell
23,966
-2,931
-11% -$147K 0.19% 106
2023
Q1 		$1.36M Buy
26,897
+913
+4% +$45.8K 0.24% 93
2022
Q4 		$1.29M Buy
25,984
+9,421
+57% +$461K 0.25% 98
2022
Q3 		$797K Buy
16,563
+1,580
+11% +$79K 0.17% 124
2022
Q2 		$748K Sell
14,983
-2,352
-14% -$118K 0.16% 125
2022
Q1 		$894K Buy
17,335
+10,521
+154% +$560K 0.17% 120
2021
Q4 		$374K Sell
6,814
-390
-5% -$21.4K 0.07% 176
2021
Q3 		$395K Sell
7,204
-36
-0.5% -$1.99K 0.08% 167
2021
Q2 		$400K Sell
7,240
-356
-5% -$19.6K 0.09% 158
2021
Q1 		$415K Sell
7,596
-653
-8% -$35.9K 0.1% 149
2020
Q4 		$455K Buy
+8,249
New +$450K 0.11% 138

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cahill Financial Advisors's VTEB Position: Q2 2026 in Review

Cahill Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, buying an estimated $453K and bringing the position to 55,811 shares worth $2.82M. The position accounts for 0.27% of the portfolio, ranked #61.

Cahill Financial Advisors first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. 1,135 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cahill Financial Advisors held 55,811 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.82M as of Q2 2026.
  • Cahill Financial Advisors bought 9,016 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $453K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Cahill Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.