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Essential Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Essential Investment Partners’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 		$177K Buy
3,500
+1,500
+75% +$75.4K 0.14% 103
2026
Q1 		$99.8K Buy
+2,000
New +$101K 0.09% 112

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Essential Investment Partners's VTEB Position: Q2 2026 in Review

Essential Investment Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 75% in Q2 2026, buying an estimated $75.4K and bringing the position to 3,500 shares worth $177K. The position accounts for 0.14% of the portfolio, ranked #103.

Essential Investment Partners first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Essential Investment Partners held 3,500 shares of Vanguard Tax-Exempt Bond Index Fund worth $177K as of Q2 2026.
  • Essential Investment Partners bought 1,500 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $75.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Essential Investment Partners's portfolio in Q2 2026, its #103 holding.
  • Essential Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.