Holos Integrated Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Holos Integrated 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	$545K	Hold	10,800	–	–	0.25%	50
2026 Q1	$540K	Hold	10,800	–	–	0.27%	52
2025 Q4	$544K	Hold	10,800	–	–	0.3%	44
2025 Q3	$542K	Hold	10,800	–	–	0.32%	42
2025 Q2	$528K	Hold	10,800	–	–	0.32%	41
2025 Q1	$536K	Hold	10,800	–	–	0.35%	41
2024 Q4	$541K	Buy	+10,800	New	+$546K	0.37%	37

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

Holos Integrated Wealth's VTEB Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 10,800 shares worth $545K. The position accounts for 0.25% of the portfolio, ranked #50.

Holos Integrated Wealth first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Holos Integrated Wealth held 10,800 shares of Vanguard Tax-Exempt Bond Index Fund worth $545K as of Q2 2026.
Holos Integrated Wealth left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Holos Integrated Wealth's portfolio in Q2 2026, its #50 holding.
Holos Integrated Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.