DAS
VTEB icon

Dynamic Advisor Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Dynamic Advisor Solutions’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 		$2.63M Buy
52,025
+2,424
+5% +$122K 0.07% 264
2026
Q1 		$2.47M Buy
49,601
+667
+1% +$33.7K 0.08% 259
2025
Q4 		$2.46M Sell
48,934
-8,206
-14% -$413K 0.08% 258
2025
Q3 		$2.86M Buy
57,140
+994
+2% +$48.9K 0.08% 243
2025
Q2 		$2.75M Buy
56,146
+1,656
+3% +$80.9K 0.09% 239
2025
Q1 		$2.7M Buy
+54,490
New +$2.73M 0.09% 229
2024
Q4 		– Sell
-112,309
Closed -$5.74M – 905
2024
Q3 		$5.74M Sell
112,309
-3,691
-3% -$187K 0.17% 148
2024
Q2 		$5.81M Buy
116,000
+2,329
+2% +$117K 0.18% 140
2024
Q1 		$5.75M Buy
113,671
+7,793
+7% +$395K 0.19% 137
2023
Q4 		$5.38M Buy
105,878
+22,545
+27% +$1.11M 0.2% 144
2023
Q3 		$4.01M Buy
83,333
+37,003
+80% +$1.83M 0.19% 157
2023
Q2 		$2.33M Sell
46,330
-2,147
-4% -$108K 0.12% 199
2023
Q1 		$2.46M Sell
48,477
-6,172
-11% -$310K 0.14% 182
2022
Q4 		$2.7M Buy
54,649
+10,013
+22% +$490K 0.18% 136
2022
Q3 		$2.15M Buy
44,636
+10,033
+29% +$502K 0.16% 146
2022
Q2 		$1.73M Buy
34,603
+8,918
+35% +$447K 0.13% 173
2022
Q1 		$1.32M Buy
25,685
+6,809
+36% +$362K 0.09% 222
2021
Q4 		$1.04M Buy
18,876
+1,887
+11% +$103K 0.07% 271
2021
Q3 		$931K Buy
16,989
+828
+5% +$45.8K 0.07% 301
2021
Q2 		$894K Buy
16,161
+1,604
+11% +$88.4K 0.07% 298
2021
Q1 		$795K Buy
14,557
+553
+4% +$30.4K 0.07% 282
2020
Q4 		$773K Buy
14,004
+1,516
+12% +$82.8K 0.07% 282
2020
Q3 		$680K Buy
12,488
+2,660
+27% +$145K 0.08% 263
2020
Q2 		$532K Buy
9,828
+5,983
+156% +$319K 0.07% 261
2020
Q1 		$203K Sell
3,845
-8,620
-69% -$462K 0.04% 408
2019
Q4 		$667K Buy
12,465
+31
+0.2% +$1.66K 0.09% 250
2019
Q3 		$667K Buy
12,434
+2,169
+21% +$116K 0.1% 227
2019
Q2 		$545K Buy
10,265
+4,620
+82% +$243K 0.09% 241
2019
Q1 		$294K Buy
5,645
+1,256
+29% +$64.6K 0.06% 304
2018
Q4 		$224K Buy
+4,389
New +$221K 0.05% 336

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Dynamic Advisor Solutions's VTEB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.9% in Q2 2026, buying an estimated $122K and bringing the position to 52,025 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #264.

Dynamic Advisor Solutions first reported a position in VTEB in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.81M in Q2 2024. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Dynamic Advisor Solutions held 52,025 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.63M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,424 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $122K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #264 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.81M in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.