Shah Wealth Advisors, LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Shah Wealth Advisors, LLC’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	$311K	Buy	+6,151	New	+$309K	0.07%	69

Other funds holding VTEB

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TCIIS

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Shah Wealth Advisors, LLC's VTEB Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 6,151 shares worth $311K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings.

1,038 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Shah Wealth Advisors, LLC held 6,151 shares of Vanguard Tax-Exempt Bond Index Fund worth $311K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Shah Wealth Advisors, LLC position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #69 holding.
1,038 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.