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

Community Financial Services 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 		$1.87K Hold
37
– – ﹤0.01% 486
2026
Q1 		$1.85K Buy
+37
New +$1.87K ﹤0.01% 417

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

Community Financial Services Group's VTEB Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 37 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Community Financial Services Group first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Community Financial Services Group held 37 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.87K as of Q2 2026.
  • Community Financial Services Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #486 holding.
  • Community Financial Services Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.