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Envision Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Envision Financial’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 		$5.29M Sell
104,618
-2,946
-3% -$148K 2.44% 12
2026
Q1 		$5.37M Buy
107,564
+1,578
+1% +$79.7K 2.89% 11
2025
Q4 		$5.33M Buy
105,986
+11,361
+12% +$572K 2.82% 12
2025
Q3 		$4.74M Buy
94,625
+49,548
+110% +$2.44M 2.72% 12
2025
Q2 		$2.21M Buy
45,077
+35,784
+385% +$1.75M 1.47% 23
2025
Q1 		$461K Sell
9,293
-1,649
-15% -$82.5K 0.35% 36
2024
Q4 		$549K Buy
+10,942
New +$553K 0.44% 31

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

Envision Financial's VTEB Position: Q2 2026 in Review

Envision Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.7% in Q2 2026, selling an estimated $148K and leaving 104,618 shares worth $5.29M. The position accounts for 2.44% of the portfolio, ranked #12.

Envision Financial first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q1 2026. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Envision Financial held 104,618 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.29M as of Q2 2026.
  • Envision Financial sold 2,946 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $148K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.44% of Envision Financial's portfolio in Q2 2026, its #12 holding.
  • Envision Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Envision Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.37M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.