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Clune & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clune & Associates’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 		$915K Buy
18,095
+151
+0.8% +$7.59K 0.14% 86
2026
Q1 		$895K Buy
17,944
+102
+0.6% +$5.15K 0.17% 95
2025
Q4 		$897K Sell
17,842
-136
-0.8% -$6.84K 0.19% 94
2025
Q3 		$900K Buy
17,978
+150
+0.8% +$7.37K 0.23% 89
2025
Q2 		$874K Buy
17,828
+9,489
+114% +$464K 0.24% 87
2025
Q1 		$414K Buy
8,339
+44
+0.5% +$2.2K 0.13% 108
2024
Q4 		$416K Buy
+8,295
New +$419K 0.14% 108

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Clune & Associates's VTEB Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.84% in Q2 2026, buying an estimated $7.59K and bringing the position to 18,095 shares worth $915K. The position accounts for 0.14% of the portfolio, ranked #86.

Clune & Associates first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Clune & Associates held 18,095 shares of Vanguard Tax-Exempt Bond Index Fund worth $915K as of Q2 2026.
  • Clune & Associates bought 151 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $7.59K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Clune & Associates's portfolio in Q2 2026, its #86 holding.
  • Clune & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.