Helen Stephens Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Helen Stephens Group’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	$211K	Sell	4,164 -1,208	-22%	-$60.7K	0.04%	130
2026 Q1	$268K	Buy	5,372 +30	+0.6%	+$1.51K	0.05%	99
2025 Q4	$269K	Buy	5,342 +60	+1%	+$3.02K	0.06%	98
2025 Q3	$264K	Buy	5,282 +44	+0.8%	+$2.16K	0.06%	95
2025 Q2	$257K	Buy	5,238 +43	+0.8%	+$2.1K	0.06%	75
2025 Q1	$258K	Buy	5,195 +28	+0.5%	+$1.4K	0.07%	73
2024 Q4	$259K	Buy	5,167 +54	+1%	+$2.73K	0.08%	70
2024 Q3	$261K	Hold	5,113	–	–	0.08%	74
2024 Q2	$256K	Hold	5,113	–	–	0.09%	72
2024 Q1	$259K	Buy	5,113 +4	+0.1%	+$203	0.1%	63
2023 Q4	$261K	Buy	+5,109	New	+$251K	0.12%	65

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Helen Stephens Group's VTEB Position: Q2 2026 in Review

Helen Stephens Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, selling an estimated $60.7K and leaving 4,164 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #130.

Helen Stephens Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $269K in Q4 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Helen Stephens Group held 4,164 shares of Vanguard Tax-Exempt Bond Index Fund worth $211K as of Q2 2026.
Helen Stephens Group sold 1,208 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $60.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #130 holding.
Helen Stephens Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Helen Stephens Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $269K in Q4 2025.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.