FFG
VTEB icon

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

Fiduciary 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 		$1.03M Buy
20,371
+7,456
+58% +$375K 0.12% 113
2026
Q1 		$644K Buy
+12,915
New +$652K 0.09% 146

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Fiduciary Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 58% in Q2 2026, buying an estimated $375K and bringing the position to 20,371 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #113.

Fiduciary Financial Group first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Fiduciary Financial Group held 20,371 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.03M as of Q2 2026.
  • Fiduciary Financial Group bought 7,456 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $375K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Fiduciary Financial Group's portfolio in Q2 2026, its #113 holding.
  • Fiduciary Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 922 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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