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Grey Fox Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Grey Fox Wealth 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 		$2.24M Sell
44,196
-578
-1% -$29K 0.35% 44
2026
Q1 		$2.23M Buy
44,774
+661
+1% +$33.4K 0.43% 38
2025
Q4 		$2.22M Buy
44,113
+948
+2% +$47.7K 0.45% 38
2025
Q3 		$2.16M Buy
43,165
+708
+2% +$34.8K 0.44% 37
2025
Q2 		$2.08M Buy
42,457
+23,692
+126% +$1.16M 0.5% 35
2025
Q1 		$931K Buy
18,765
+5,171
+38% +$259K 0.25% 59
2024
Q4 		$681K Buy
13,594
+106
+0.8% +$5.36K 0.19% 74
2024
Q3 		$690K Sell
13,488
-5,056
-27% -$256K 0.19% 73
2024
Q2 		$929K Sell
18,544
-2,030
-10% -$102K 0.33% 47
2024
Q1 		$1.04M Sell
20,574
-632
-3% -$32K 0.39% 42
2023
Q4 		$1.08M Sell
21,206
-2,528
-11% -$124K 0.47% 37
2023
Q3 		$1.14M Sell
23,734
-11,291
-32% -$559K 0.57% 37
2023
Q2 		$1.76M Sell
35,025
-209
-0.6% -$10.5K 0.91% 26
2023
Q1 		$1.78M Buy
35,234
+1,015
+3% +$51K 1.05% 22
2022
Q4 		$1.69M Buy
+34,219
New +$1.67M 1.12% 23

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
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

Grey Fox Wealth Advisors's VTEB Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q2 2026, selling an estimated $29K and leaving 44,196 shares worth $2.24M. The position accounts for 0.35% of the portfolio, ranked #44.

Grey Fox Wealth Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 457 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Grey Fox Wealth Advisors held 44,196 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.24M as of Q2 2026.
  • Grey Fox Wealth Advisors sold 578 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $29K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.35% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.