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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CLA (CliftonLarsonAllen) 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 		$323M Buy
6,394,230
+77,516
+1% +$3.9M 4.25% 4
2026
Q1 		$315M Buy
6,316,714
+717,204
+13% +$36.2M 4.62% 4
2025
Q4 		$282M Buy
5,599,510
+232,640
+4% +$11.7M 4.26% 5
2025
Q3 		$269M Buy
5,366,870
+320,611
+6% +$15.8M 4.24% 5
2025
Q2 		$247M Buy
5,046,259
+415,704
+9% +$20.3M 4.15% 5
2025
Q1 		$230M Buy
4,630,555
+792,628
+21% +$39.7M 4.29% 5
2024
Q4 		$192M Buy
3,837,927
+219,309
+6% +$11.1M 3.73% 5
2024
Q3 		$185M Buy
3,618,618
+265,307
+8% +$13.4M 4.26% 4
2024
Q2 		$168M Buy
3,353,311
+228,758
+7% +$11.4M 3.6% 5
2024
Q1 		$158M Buy
3,124,553
+453,145
+17% +$23M 3.6% 6
2023
Q4 		$136M Buy
2,671,408
+1,952
+0.1% +$95.7K 3.39% 8
2023
Q3 		$128M Buy
2,669,456
+150,639
+6% +$7.46M 3.59% 7
2023
Q2 		$126M Buy
2,518,817
+177,083
+8% +$8.9M 3.55% 7
2023
Q1 		$119M Buy
2,341,734
+932,524
+66% +$46.8M 3.5% 5
2022
Q4 		$69.7M Buy
+1,409,210
New +$68.9M 2.59% 11
2022
Q3 		– Sell
-1,218,505
Closed -$60.8M – 172
2022
Q2 		$60.8M Buy
1,218,505
+3,248
+0.3% +$163K 2.53% 11
2022
Q1 		$62.6M Buy
1,215,257
+49,144
+4% +$2.62M 2.24% 12
2021
Q4 		$64M Buy
1,166,113
+33,468
+3% +$1.83M 2.34% 13
2021
Q3 		$62M Buy
1,132,645
+114,532
+11% +$6.33M 2.43% 12
2021
Q2 		$56.3M Sell
1,018,113
-18,229
-2% -$1M 2.31% 12
2021
Q1 		$56.6M Buy
1,036,342
+353,007
+52% +$19.4M 2.68% 13
2020
Q4 		$37.7M Buy
683,335
+112,684
+20% +$6.15M 1.85% 17
2020
Q3 		$31.1M Buy
570,651
+98,388
+21% +$5.37M 1.75% 17
2020
Q2 		$25.6M Buy
+472,263
New +$25.2M 1.56% 19

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VTEB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, buying an estimated $3.9M and bringing the position to 6,394,230 shares worth $323M. The position accounts for 4.25% of the portfolio, ranked #4.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VTEB in Q2 2020 and has held it in 24 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 6,394,230 shares of Vanguard Tax-Exempt Bond Index Fund worth $323M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 77,516 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.9M.
  • Vanguard Tax-Exempt Bond Index Fund made up 4.25% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 24 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.