EFG
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Embree Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Embree Financial Group’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 		$698K Buy
13,802
+115
+0.8% +$5.78K 0.07% 146
2026
Q1 		$683K Buy
13,687
+78
+0.6% +$3.94K 0.08% 141
2025
Q4 		$684K Buy
13,609
+152
+1% +$7.65K 0.08% 132
2025
Q3 		$674K Buy
13,457
+76
+0.6% +$3.73K 0.09% 126
2025
Q2 		$656K Buy
+13,381
New +$654K 0.1% 121
2024
Q1 		– Sell
-4,363
Closed -$223K – 201
2023
Q4 		$223K Buy
+4,363
New +$214K 0.05% 168

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

Embree Financial Group's VTEB Position: Q2 2026 in Review

Embree Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.84% in Q2 2026, buying an estimated $5.78K and bringing the position to 13,802 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #146.

Embree Financial Group first reported a position in VTEB in Q4 2023 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Embree Financial Group held 13,802 shares of Vanguard Tax-Exempt Bond Index Fund worth $698K as of Q2 2026.
  • Embree Financial Group bought 115 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.78K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Embree Financial Group's portfolio in Q2 2026, its #146 holding.
  • Embree Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.