FGG
VTEB icon

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

Financial Guidance 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 		$4.02M Buy
79,504
+4,058
+5% +$204K 1.5% 23
2026
Q1 		$3.76M Sell
75,446
-153
-0.2% -$7.72K 1.51% 24
2025
Q4 		$3.8M Sell
75,599
-1,791
-2% -$90.1K 1.56% 21
2025
Q3 		$3.87M Sell
77,390
-1,074
-1% -$52.8K 1.74% 20
2025
Q2 		$3.85M Sell
78,464
-1,340
-2% -$65.5K 1.87% 19
2025
Q1 		$3.96M Sell
79,804
-1,554
-2% -$77.7K 2.14% 14
2024
Q4 		$4.08M Sell
81,358
-6,543
-7% -$331K 2.23% 14
2024
Q3 		$4.49M Sell
87,901
-1,340
-2% -$67.9K 2.62% 11
2024
Q2 		$4.47M Sell
89,241
-6,368
-7% -$319K 2.75% 10
2024
Q1 		$4.84M Buy
95,609
+880
+0.9% +$44.6K 3.14% 12
2023
Q4 		$4.84M Buy
+94,729
New +$4.64M 3.36% 11

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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

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

Financial Guidance Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.4% in Q2 2026, buying an estimated $204K and bringing the position to 79,504 shares worth $4.02M. The position accounts for 1.5% of the portfolio, ranked #23.

Financial Guidance Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.84M in Q1 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Financial Guidance Group held 79,504 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.02M as of Q2 2026.
  • Financial Guidance Group bought 4,058 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $204K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.5% of Financial Guidance Group's portfolio in Q2 2026, its #23 holding.
  • Financial Guidance Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Financial Guidance Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.84M in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.