Cyr Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cyr Financial’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	$1.53M	Buy	30,273 +2,390	+9%	+$120K	0.8%	18
2026 Q1	$1.39M	Buy	27,883 +5,777	+26%	+$292K	0.82%	16
2025 Q4	$1.11M	Buy	22,106 +2,152	+11%	+$108K	0.69%	29
2025 Q3	$999K	Buy	19,954 +1,416	+8%	+$69.6K	0.68%	32
2025 Q2	$909K	Buy	18,538 +9,445	+104%	+$461K	0.7%	33
2025 Q1	$451K	Buy	9,093 +4,690	+107%	+$235K	0.4%	42
2024 Q4	$221K	Buy	+4,403	New	+$223K	0.2%	51

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

Cyr Financial's VTEB Position: Q2 2026 in Review

Cyr Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.6% in Q2 2026, buying an estimated $120K and bringing the position to 30,273 shares worth $1.53M. The position accounts for 0.8% of the portfolio, ranked #18.

Cyr Financial first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Cyr Financial held 30,273 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.53M as of Q2 2026.
Cyr Financial bought 2,390 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $120K.
Vanguard Tax-Exempt Bond Index Fund made up 0.8% of Cyr Financial's portfolio in Q2 2026, its #18 holding.
Cyr Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.