GPW
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Genesis Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Genesis Private Wealth’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 		$8.59M Buy
169,793
+12,556
+8% +$631K 2.41% 9
2026
Q1 		$7.84M Buy
157,237
+9,675
+7% +$489K 2.47% 8
2025
Q4 		$7.42M Buy
147,562
+1,380
+0.9% +$69.4K 2.3% 10
2025
Q3 		$7.32M Buy
146,182
+9,447
+7% +$464K 3.08% 7
2025
Q2 		$6.7M Buy
136,735
+9,431
+7% +$461K 3.16% 7
2025
Q1 		$6.32M Buy
127,304
+9,335
+8% +$467K 3.35% 7
2024
Q4 		$5.91M Buy
+117,969
New +$5.96M 3.26% 7

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

Genesis Private Wealth's VTEB Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8% in Q2 2026, buying an estimated $631K and bringing the position to 169,793 shares worth $8.59M. The position accounts for 2.41% of the portfolio, ranked #9.

Genesis Private Wealth first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Genesis Private Wealth held 169,793 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.59M as of Q2 2026.
  • Genesis Private Wealth bought 12,556 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $631K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.41% of Genesis Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Genesis Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 351 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.