Certior Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Certior Financial Group’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	$5.26M	Buy	103,998 +5,193	+5%	+$261K	2.88%	7
2026 Q1	$4.93M	Buy	98,805 +52,328	+113%	+$2.64M	3.14%	6
2025 Q4	$2.34M	Buy	46,477 +3,705	+9%	+$186K	1.58%	18
2025 Q3	$2.14M	Buy	42,772 +2,226	+5%	+$109K	1.42%	19
2025 Q2	$1.99M	Buy	40,546 +1,872	+5%	+$91.4K	1.48%	21
2025 Q1	$1.92M	Buy	38,674 +12,637	+49%	+$632K	1.55%	21
2024 Q4	$1.31M	Buy	+26,037	New	+$1.32M	1.13%	24

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

BBNB

Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Certior Financial Group's VTEB Position: Q2 2026 in Review

Certior Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.3% in Q2 2026, buying an estimated $261K and bringing the position to 103,998 shares worth $5.26M. The position accounts for 2.88% of the portfolio, ranked #7.

Certior Financial Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 646 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Certior Financial Group held 103,998 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.26M as of Q2 2026.
Certior Financial Group bought 5,193 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $261K.
Vanguard Tax-Exempt Bond Index Fund made up 2.88% of Certior Financial Group's portfolio in Q2 2026, its #7 holding.
Certior Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
646 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.