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

Cannon Financial Strategists’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 		$3.17M Buy
62,715
+4,418
+8% +$222K 0.36% 26
2026
Q1 		$2.91M Buy
58,297
+5,500
+10% +$278K 0.38% 24
2025
Q4 		$2.66M Buy
52,797
+591
+1% +$29.7K 0.37% 22
2025
Q3 		$2.61M Sell
52,206
-1,495
-3% -$73.5K 0.37% 22
2025
Q2 		$2.63M Sell
53,701
-2,626
-5% -$128K 0.42% 21
2025
Q1 		$2.79M Buy
56,327
+1,672
+3% +$83.6K 0.48% 22
2024
Q4 		$2.74M Buy
54,655
+6,978
+15% +$353K 0.47% 21
2024
Q3 		$2.44M Sell
47,677
-8,400
-15% -$426K 0.43% 22
2024
Q2 		$2.81M Sell
56,077
-1,574
-3% -$78.8K 0.54% 20
2024
Q1 		$2.92M Buy
57,651
+1,438
+3% +$72.9K 0.57% 20
2023
Q4 		$2.87M Buy
56,213
+11,420
+25% +$560K 0.61% 20
2023
Q3 		$2.15M Sell
44,793
-15,243
-25% -$755K 0.55% 19
2023
Q2 		$3.02M Buy
60,036
+179
+0.3% +$8.99K 0.83% 19
2023
Q1 		$3.03M Buy
59,857
+7,755
+15% +$389K 1.03% 16
2022
Q4 		$2.58M Sell
52,102
-27,418
-34% -$1.34M 0.94% 18
2022
Q3 		$3.83M Buy
79,520
+28,553
+56% +$1.43M 1.51% 16
2022
Q2 		$2.54M Buy
+50,967
New +$2.55M 0.98% 18

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Cannon Financial Strategists's VTEB Position: Q2 2026 in Review

Cannon Financial Strategists increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.6% in Q2 2026, buying an estimated $222K and bringing the position to 62,715 shares worth $3.17M. The position accounts for 0.36% of the portfolio, ranked #26.

Cannon Financial Strategists first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.83M in Q3 2022. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cannon Financial Strategists held 62,715 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.17M as of Q2 2026.
  • Cannon Financial Strategists bought 4,418 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $222K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.36% of Cannon Financial Strategists's portfolio in Q2 2026, its #26 holding.
  • Cannon Financial Strategists first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Cannon Financial Strategists's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.83M in Q3 2022.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.