First Citizens Financial Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

First Citizens Financial Corp’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	$564K	Buy	11,152 +2,778	+33%	+$140K	0.24%	88
2026 Q1	$418K	Buy	8,374 +1,894	+29%	+$95.6K	0.2%	98
2025 Q4	$326K	Buy	6,480 +27	+0.4%	+$1.36K	0.16%	105
2025 Q3	$323K	Buy	6,453 +239	+4%	+$11.7K	0.16%	103
2025 Q2	$305K	Buy	6,214 +435	+8%	+$21.3K	0.17%	102
2025 Q1	$287K	Buy	5,779 +611	+12%	+$30.6K	0.16%	101
2024 Q4	$259K	Sell	5,168 -586	-10%	-$29.6K	0.14%	102
2024 Q3	$294K	Hold	5,754	–	–	0.16%	93
2024 Q2	$288K	Hold	5,754	–	–	0.17%	90
2024 Q1	$291K	Hold	5,754	–	–	0.17%	91
2023 Q4	$294K	Buy	5,754 +1,555	+37%	+$76.2K	0.19%	90
2023 Q3	$202K	Buy	+4,199	New	+$208K	0.14%	108

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 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

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

First Citizens Financial Corp's VTEB Position: Q2 2026 in Review

First Citizens Financial Corp increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 33% in Q2 2026, buying an estimated $140K and bringing the position to 11,152 shares worth $564K. The position accounts for 0.24% of the portfolio, ranked #88.

First Citizens Financial Corp first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

First Citizens Financial Corp held 11,152 shares of Vanguard Tax-Exempt Bond Index Fund worth $564K as of Q2 2026.
First Citizens Financial Corp bought 2,778 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $140K.
Vanguard Tax-Exempt Bond Index Fund made up 0.24% of First Citizens Financial Corp's portfolio in Q2 2026, its #88 holding.
First Citizens Financial Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.