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VTEB icon

DAGCO Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

DAGCO Inc’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 		– Sell
-2,040
Closed -$102K – 343
2026
Q1 		$102K Buy
2,040
+12
+0.6% +$606 0.02% 138
2025
Q4 		$102K Sell
2,028
-38
-2% -$1.91K 0.02% 134
2025
Q3 		$103K Sell
2,066
-282
-12% -$13.9K 0.03% 131
2025
Q2 		$115K Buy
2,348
+19
+0.8% +$928 0.03% 119
2025
Q1 		$116K Buy
+2,329
New +$117K 0.04% 111
2024
Q4 		– Sell
-2,468
Closed -$126K – 212
2024
Q3 		$126K Buy
2,468
+1,465
+146% +$74.2K 0.05% 93
2024
Q2 		$50.2K Buy
+1,003
New +$50.2K 0.02% 126

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

DAGCO Inc's VTEB Position: Q2 2026 in Review

DAGCO Inc sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 2,040 shares — an estimated $102K sold.

DAGCO Inc first reported a position in VTEB in Q2 2024 and held it in 7 quarters. The position peaked at $126K in Q3 2024. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • DAGCO Inc reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 2,040 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $102K.
  • DAGCO Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 7 quarters.
  • DAGCO Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $126K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.