DE
VTEB icon

Diversified Enterprises’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diversified Enterprises’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 		$4.74M Buy
93,640
+4,756
+5% +$239K 0.23% 43
2026
Q1 		$4.43M Buy
88,884
+310
+0.3% +$15.7K 0.24% 40
2025
Q4 		$4.45M Buy
88,574
+10,623
+14% +$535K 0.27% 41
2025
Q3 		$3.9M Sell
77,951
-2,184
-3% -$107K 0.26% 37
2025
Q2 		$3.93M Buy
80,135
+11,371
+17% +$555K 0.29% 32
2025
Q1 		$3.41M Buy
68,764
+59,069
+609% +$2.96M 0.29% 35
2024
Q4 		$486K Buy
9,695
+958
+11% +$48.4K 0.05% 132
2024
Q3 		$447K Buy
+8,737
New +$443K 0.05% 134

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Diversified Enterprises's VTEB Position: Q2 2026 in Review

Diversified Enterprises increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.4% in Q2 2026, buying an estimated $239K and bringing the position to 93,640 shares worth $4.74M. The position accounts for 0.23% of the portfolio, ranked #43.

Diversified Enterprises first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Diversified Enterprises held 93,640 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.74M as of Q2 2026.
  • Diversified Enterprises bought 4,756 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $239K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Diversified Enterprises's portfolio in Q2 2026, its #43 holding.
  • Diversified Enterprises first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.