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Clarity Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clarity Asset 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 		– Sell
-1,330
Closed -$66.4K – 270
2026
Q1 		$66.4K Sell
1,330
-12
-0.9% -$606 0.03% 118
2025
Q4 		$67.5K Buy
+1,342
New +$67.5K 0.04% 83

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
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
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
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

Clarity Asset Management's VTEB Position: Q2 2026 in Review

Clarity Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 1,330 shares — an estimated $66.4K sold.

Clarity Asset Management first reported a position in VTEB in Q4 2025 and held it in 2 quarters. The position peaked at $67.5K in Q4 2025. 521 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Clarity Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 1,330 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $66.4K.
  • Clarity Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and held it in 2 quarters.
  • Clarity Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $67.5K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.