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

Everhart 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 		$1.63M Buy
32,128
+339
+1% +$17K 0.1% 102
2026
Q1 		$1.59M Sell
31,789
-295
-0.9% -$14.9K 0.14% 101
2025
Q4 		$1.61M Sell
32,084
-75
-0.2% -$3.77K 0.15% 88
2025
Q3 		$1.61M Sell
32,159
-1,515
-4% -$74.5K 0.16% 81
2025
Q2 		$1.65M Sell
33,674
-2,422
-7% -$118K 0.19% 74
2025
Q1 		$1.79M Buy
36,096
+1,890
+6% +$94.6K 0.24% 54
2024
Q4 		$1.71M Sell
34,206
-2,214
-6% -$112K 0.35% 50
2024
Q3 		$1.86M Sell
36,420
-1,344
-4% -$68.1K 0.41% 45
2024
Q2 		$1.89M Sell
37,764
-447
-1% -$22.4K 0.49% 37
2024
Q1 		$1.93M Sell
38,211
-611
-2% -$31K 0.56% 36
2023
Q4 		$1.98M Buy
38,822
+7,151
+23% +$351K 0.7% 33
2023
Q3 		$1.52M Buy
31,671
+683
+2% +$33.8K 0.65% 33
2023
Q2 		$1.56M Sell
30,988
-1,455
-4% -$73.1K 0.64% 33
2023
Q1 		$1.64M Buy
32,443
+2,073
+7% +$104K 0.74% 30
2022
Q4 		$1.5M Buy
30,370
+15,472
+104% +$756K 0.75% 30
2022
Q3 		$717K Buy
14,898
+3,664
+33% +$183K 0.4% 48
2022
Q2 		$561K Sell
11,234
-37,334
-77% -$1.87M 0.34% 65
2022
Q1 		$2.5M Buy
48,568
+41,837
+622% +$2.23M 1.45% 19
2021
Q4 		$370K Buy
6,731
+97
+1% +$5.32K 0.22% 84
2021
Q3 		$363K Sell
6,634
-2,835
-30% -$157K 0.25% 71
2021
Q2 		$524K Sell
9,469
-646
-6% -$35.6K 0.36% 53
2021
Q1 		$553K Sell
10,115
-33
-0.3% -$1.81K 0.49% 42
2020
Q4 		$560K Buy
+10,148
New +$554K 0.52% 39

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

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

Everhart Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.1% in Q2 2026, buying an estimated $17K and bringing the position to 32,128 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #102.

Everhart Financial Group first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.5M in Q1 2022. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Everhart Financial Group held 32,128 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.63M as of Q2 2026.
  • Everhart Financial Group bought 339 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $17K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #102 holding.
  • Everhart Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.5M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.