CWA
VTEB icon

Centerline Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Centerline Wealth 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 		$2.16M Buy
42,677
+3,198
+8% +$161K 0.68% 33
2026
Q1 		$1.97M Buy
+39,479
New +$1.99M 0.71% 31

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Centerline Wealth Advisors's VTEB Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.1% in Q2 2026, buying an estimated $161K and bringing the position to 42,677 shares worth $2.16M. The position accounts for 0.68% of the portfolio, ranked #33.

Centerline Wealth Advisors first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Centerline Wealth Advisors held 42,677 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.16M as of Q2 2026.
  • Centerline Wealth Advisors bought 3,198 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $161K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.68% of Centerline Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Centerline Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.