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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
2020
Q4 		– Sell
-22,907
Closed -$1.25M – 511
2020
Q3 		$1.25M Buy
+22,907
New +$1.25M 0.32% 65

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

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.