EWM
VTEB icon

Elmwood Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Elmwood Wealth Management’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 		$3.48M Buy
68,832
+1,740
+3% +$87.4K 0.87% 43
2026
Q1 		$3.35M Buy
67,092
+1,712
+3% +$86.4K 0.93% 43
2025
Q4 		$3.29M Buy
65,380
+1,690
+3% +$85K 1.04% 37
2025
Q3 		$3.19M Sell
63,690
-115
-0.2% -$5.65K 1.13% 33
2025
Q2 		$3.13M Buy
63,805
+1,115
+2% +$54.5K 1.24% 29
2025
Q1 		$3.11M Sell
62,690
-4,801
-7% -$240K 1.28% 27
2024
Q4 		$3.38M Buy
67,491
+5,525
+9% +$279K 1.37% 23
2024
Q3 		$3.17M Buy
61,966
+2,066
+3% +$105K 1.31% 25
2024
Q2 		$3M Sell
59,900
-2,747
-4% -$137K 1.34% 24
2024
Q1 		$3.17M Buy
62,647
+9,700
+18% +$492K 1.36% 20
2023
Q4 		$2.7M Buy
52,947
+3,993
+8% +$196K 1.9% 14
2023
Q3 		$2.35M Buy
+48,954
New +$2.43M 1.14% 28

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Elmwood Wealth Management's VTEB Position: Q2 2026 in Review

Elmwood Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.6% in Q2 2026, buying an estimated $87.4K and bringing the position to 68,832 shares worth $3.48M. The position accounts for 0.87% of the portfolio, ranked #43.

Elmwood Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Elmwood Wealth Management held 68,832 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.48M as of Q2 2026.
  • Elmwood Wealth Management bought 1,740 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $87.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.87% of Elmwood Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Elmwood Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.