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

Cypress 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	$1.21M	Buy	23,833 +3,291	+16%	+$165K	0.15%	113
2026 Q1	$1.02M	Sell	20,542 -24	-0.1%	-$1.21K	0.14%	117
2025 Q4	$1.03M	Sell	20,566 -7,155	-26%	-$360K	0.14%	116
2025 Q3	$1.39M	Sell	27,721 -7,152	-21%	-$352K	0.23%	80
2025 Q2	$1.71M	Buy	34,873 +3,774	+12%	+$184K	0.31%	66
2025 Q1	$1.54M	Sell	31,099 -585	-2%	-$29.3K	0.31%	67
2024 Q4	$1.59M	Buy	31,684 +223	+0.7%	+$11.3K	0.32%	66
2024 Q3	$1.61M	Sell	31,461 -124	-0.4%	-$6.28K	0.33%	60
2024 Q2	$1.58M	Sell	31,585 -2,829	-8%	-$142K	0.35%	60
2024 Q1	$1.74M	Sell	34,414 -1,975	-5%	-$100K	0.41%	56
2023 Q4	$1.86M	Buy	36,389 +23,865	+191%	+$1.17M	0.46%	48
2023 Q3	$602K	Buy	12,524 +1,538	+14%	+$76.2K	0.17%	113
2023 Q2	$552K	Sell	10,986 -381	-3%	-$19.1K	0.15%	128
2023 Q1	$576K	Sell	11,367 -1,830	-14%	-$91.9K	0.17%	104
2022 Q4	$653K	Sell	13,197 -141	-1%	-$6.89K	0.21%	95
2022 Q3	$649K	Sell	13,338 -433	-3%	-$21.6K	0.22%	89
2022 Q2	$687K	Hold	13,771	–	–	0.22%	87
2022 Q1	$710K	Sell	13,771 -583	-4%	-$31K	0.19%	88
2021 Q4	$788K	Hold	14,354	–	–	0.22%	79
2021 Q3	$786K	Hold	14,354	–	–	0.24%	76
2021 Q2	$794K	Sell	14,354 -5,443	-27%	-$300K	0.22%	85
2021 Q1	$1.08M	Sell	19,797 -3,110	-14%	-$171K	0.23%	87
2020 Q4	$1.26M	Buy	+22,907	New	+$1.25M	0.28%	72
2020 Q3	–	Sell	-22,907	Closed	-$1.25M	–	496
2020 Q2	$1.24M	Hold	22,907	–	–	0.3%	79
2020 Q1	$1.21M	Buy	22,907 +1,281	+6%	+$68.6K	0.36%	77
2019 Q4	$1.16M	Buy	21,626 +7,140	+49%	+$382K	0.29%	90
2019 Q3	$777K	Hold	14,486	–	–	0.21%	109
2019 Q2	$769K	Buy	14,486 +1,450	+11%	+$76.2K	0.22%	107
2019 Q1	$680K	Buy	13,036 +1,660	+15%	+$85.3K	0.22%	101
2018 Q4	$581K	Sell	11,376 -768	-6%	-$38.7K	0.23%	100
2018 Q3	$613K	Hold	12,144	–	–	0.22%	106
2018 Q2	$619K	Sell	12,144 -1	-0%	-$51	0.24%	102
2018 Q1	$617K	Sell	12,145 -2,482	-17%	-$126K	0.26%	93
2017 Q4	$756K	Buy	+14,627	New	+$755K	0.31%	87

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 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

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

Cypress Wealth Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 23,833 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #113.

Cypress Wealth Services first reported a position in VTEB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.86M in Q4 2023. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Cypress Wealth Services held 23,833 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.21M as of Q2 2026.
Cypress Wealth Services bought 3,291 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $165K.
Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Cypress Wealth Services's portfolio in Q2 2026, its #113 holding.
Cypress Wealth Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.86M in Q4 2023.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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