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Financial Management Professionals’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Management Professionals’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 		$3.55K Buy
+70
New +$3.52K ﹤0.01% 722
2023
Q2 		– Sell
-7,086
Closed -$359K – 1132
2023
Q1 		$359K Sell
7,086
-6,276
-47% -$315K 0.07% 84
2022
Q4 		$661K Buy
+13,362
New +$653K 0.14% 51
2020
Q1 		– Sell
-111
Closed -$6K – 372
2019
Q4 		$6K Buy
+111
New +$5.94K ﹤0.01% 219

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
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

Financial Management Professionals's VTEB Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 70 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in VTEB as recently as Q1 2023.

Financial Management Professionals first reported a position in VTEB in Q4 2019 and has held it in 4 quarters since. The position peaked at $661K in Q4 2022. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Financial Management Professionals held 70 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.55K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Financial Management Professionals position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #722 holding.
  • Financial Management Professionals first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 4 quarters since.
  • Financial Management Professionals's Vanguard Tax-Exempt Bond Index Fund position peaked at $661K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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