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Financial Life Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Life Advisors’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 		$4M Sell
78,989
-3,028
-4% -$152K 1.14% 20
2026
Q1 		$4.09M Buy
82,017
+2,264
+3% +$114K 1.27% 20
2025
Q4 		$4.01M Buy
79,753
+349
+0.4% +$17.6K 1.24% 19
2025
Q3 		$3.98M Buy
79,404
+2,234
+3% +$110K 1.28% 19
2025
Q2 		$3.78M Buy
77,170
+3,305
+4% +$161K 1.29% 19
2025
Q1 		$3.67M Sell
73,865
-11,336
-13% -$567K 1.37% 19
2024
Q4 		$4.27M Buy
85,201
+929
+1% +$47K 1.6% 18
2024
Q3 		$4.31M Sell
84,272
-878
-1% -$44.5K 1.63% 18
2024
Q2 		$4.27M Buy
85,150
+1,238
+1% +$61.9K 1.73% 18
2024
Q1 		$4.25M Sell
83,912
-938
-1% -$47.5K 1.78% 18
2023
Q4 		$4.33M Sell
84,850
-8,784
-9% -$431K 1.86% 18
2023
Q3 		$4.5M Sell
93,634
-5,280
-5% -$262K 1.94% 15
2023
Q2 		$4.97M Buy
98,914
+50,170
+103% +$2.52M 2.07% 15
2023
Q1 		$2.47M Buy
48,744
+8,632
+22% +$433K 1.06% 26
2022
Q4 		$1.99M Buy
+40,112
New +$1.96M 0.92% 28

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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Financial Life Advisors's VTEB Position: Q2 2026 in Review

Financial Life Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.7% in Q2 2026, selling an estimated $152K and leaving 78,989 shares worth $4M. The position accounts for 1.14% of the portfolio, ranked #20.

Financial Life Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.97M in Q2 2023. 714 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Financial Life Advisors held 78,989 shares of Vanguard Tax-Exempt Bond Index Fund worth $4M as of Q2 2026.
  • Financial Life Advisors sold 3,028 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $152K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.14% of Financial Life Advisors's portfolio in Q2 2026, its #20 holding.
  • Financial Life Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Financial Life Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.97M in Q2 2023.
  • 714 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.