FAG
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Financial Architects (Georgia)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Architects (Georgia)’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 		$2.01M Buy
39,715
+4,555
+13% +$229K 0.96% 14
2026
Q1 		$1.75M Buy
35,160
+3,480
+11% +$176K 0.93% 14
2025
Q4 		$1.59M Buy
31,680
+315
+1% +$15.8K 0.86% 14
2025
Q3 		$1.57M Sell
31,365
-7,560
-19% -$372K 0.89% 15
2025
Q2 		$1.91M Buy
38,925
+1,310
+3% +$64K 1.16% 15
2025
Q1 		$1.87M Buy
37,615
+8,260
+28% +$413K 1.19% 14
2024
Q4 		$1.47M Buy
29,355
+1,775
+6% +$89.7K 0.94% 15
2024
Q3 		$1.41M Buy
27,580
+1,235
+5% +$62.6K 0.91% 14
2024
Q2 		$1.32M Buy
26,345
+1,860
+8% +$93.1K 0.9% 14
2024
Q1 		$1.24M Sell
24,485
-4,960
-17% -$251K 0.86% 14
2023
Q4 		$1.5M Buy
+29,445
New +$1.44M 1.18% 14

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 22.94% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Financial Architects (Georgia)'s VTEB Position: Q2 2026 in Review

Financial Architects (Georgia) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q2 2026, buying an estimated $229K and bringing the position to 39,715 shares worth $2.01M. The position accounts for 0.96% of the portfolio, ranked #14.

Financial Architects (Georgia) first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 878 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Financial Architects (Georgia) held 39,715 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.01M as of Q2 2026.
  • Financial Architects (Georgia) bought 4,555 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $229K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.96% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #14 holding.
  • Financial Architects (Georgia) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 878 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.