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Confluence Wealth Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Confluence Wealth Services’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 		$378K Buy
+7,464
New +$375K 0.01% 375
2024
Q1 		– Sell
-37,443
Closed -$1.91M – 349
2023
Q4 		$1.91M Buy
+37,443
New +$1.84M 0.21% 67
2022
Q1 		– Sell
-2,467
Closed -$135K – 1152
2021
Q4 		$135K Buy
+2,467
New +$135K 0.04% 280

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

Confluence Wealth Services's VTEB Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 7,464 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in VTEB as recently as Q4 2023.

Confluence Wealth Services first reported a position in VTEB in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.91M in Q4 2023. 485 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Confluence Wealth Services held 7,464 shares of Vanguard Tax-Exempt Bond Index Fund worth $378K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Confluence Wealth Services position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #375 holding.
  • Confluence Wealth Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 3 quarters since.
  • Confluence Wealth Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.91M in Q4 2023.
  • 485 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.