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Caliber Wealth Management (Kansas)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$5.28M Sell
104,321
-11,169
-10% -$561K 0.51% 36
2026
Q1 		$5.76M Sell
115,490
-8,963
-7% -$453K 0.63% 30
2025
Q4 		$6.26M Sell
124,453
-2,699
-2% -$136K 0.67% 30
2025
Q3 		$6.37M Buy
127,152
+4,322
+4% +$212K 0.71% 28
2025
Q2 		$6.02M Sell
122,830
-8,453
-6% -$413K 0.65% 33
2025
Q1 		$6.51M Buy
+131,283
New +$6.57M 0.89% 24

Other funds holding VTEB

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 22.94% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VTEB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.7% in Q2 2026, selling an estimated $561K and leaving 104,321 shares worth $5.28M. The position accounts for 0.51% of the portfolio, ranked #36.

Caliber Wealth Management (Kansas) first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.51M in Q1 2025. 747 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 104,321 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.28M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 11,169 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $561K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.51% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #36 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $6.51M in Q1 2025.
  • 747 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.