Centurion Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Centurion Wealth Management’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	$1.42M	Buy	28,172 +216	+0.8%	+$10.9K	0.34%	72
2026 Q1	$1.39M	Sell	27,956 -1,704	-6%	-$86K	0.31%	76
2025 Q4	$1.49M	Buy	29,660 +572	+2%	+$28.8K	0.33%	70
2025 Q3	$1.46M	Buy	29,088 +4,061	+16%	+$200K	0.33%	68
2025 Q2	$1.23M	Buy	25,027 +340	+1%	+$16.6K	0.35%	62
2025 Q1	$1.24M	Hold	24,687	–	–	0.39%	55
2024 Q4	$1.24M	Buy	24,687 +257	+1%	+$13K	0.39%	55
2024 Q3	$1.25M	Buy	+24,430	New	+$1.24M	0.4%	53
2024 Q1	$2.18M	Buy	43,171 +1,154	+3%	+$58.5K	0.86%	23
2023 Q4	$2.14M	Buy	42,017 +1,386	+3%	+$68K	0.92%	21
2023 Q3	$1.95M	Sell	40,631 -2,946	-7%	-$146K	0.96%	22
2023 Q2	$2.19M	Buy	43,577 +151	+0.3%	+$7.59K	1.06%	22
2023 Q1	$2.2M	Buy	43,426 +14,697	+51%	+$738K	1.11%	22
2022 Q4	$1.42M	Buy	+28,729	New	+$1.4M	0.8%	29

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 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Centurion Wealth Management's VTEB Position: Q2 2026 in Review

Centurion Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.77% in Q2 2026, buying an estimated $10.9K and bringing the position to 28,172 shares worth $1.42M. The position accounts for 0.34% of the portfolio, ranked #72.

Centurion Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2023. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Centurion Wealth Management held 28,172 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.42M as of Q2 2026.
Centurion Wealth Management bought 216 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Centurion Wealth Management's portfolio in Q2 2026, its #72 holding.
Centurion Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.2M in Q1 2023.
283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.