CMA
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Cedar Mountain Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cedar Mountain 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 		$785K Hold
15,516
– – 0.14% 41
2026
Q1 		$774K Hold
15,516
– – 0.15% 39
2025
Q4 		$780K Hold
15,516
– – 0.15% 38
2025
Q3 		$777K Hold
15,516
– – 0.15% 39
2025
Q2 		$761K Hold
15,516
– – 0.16% 36
2025
Q1 		$770K Hold
15,516
– – 0.17% 35
2024
Q4 		$778K Hold
15,516
– – 0.17% 35
2024
Q3 		$793K Buy
+15,516
New +$786K 0.18% 33
2022
Q2 		– Sell
-104
Closed -$5K – 351
2022
Q1 		$5K Buy
+104
New +$5.54K ﹤0.01% 241

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

Cedar Mountain Advisors's VTEB Position: Q2 2026 in Review

Cedar Mountain Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 15,516 shares worth $785K. The position accounts for 0.14% of the portfolio, ranked #41.

Cedar Mountain Advisors first reported a position in VTEB in Q1 2022 and has held it in 9 quarters since. The position peaked at $793K in Q3 2024. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Cedar Mountain Advisors held 15,516 shares of Vanguard Tax-Exempt Bond Index Fund worth $785K as of Q2 2026.
  • Cedar Mountain Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Cedar Mountain Advisors's portfolio in Q2 2026, its #41 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 9 quarters since.
  • Cedar Mountain Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $793K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.