IG
VTEB icon

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

IFS 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 		– Sell
-8,072
Closed -$403K – 142
2026
Q1 		$403K Buy
+8,072
New +$408K 0.36% 82
2025
Q3 		$363K Buy
+7,253
New +$356K 0.32% 91

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

IFS Group's VTEB Position: Q2 2026 in Review

IFS Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 8,072 shares — an estimated $403K sold.

IFS Group first reported a position in VTEB in Q3 2025 and held it in 2 quarters. The position peaked at $403K in Q1 2026. 495 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • IFS Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • IFS Group sold 8,072 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $403K.
  • IFS Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and held it in 2 quarters.
  • IFS Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $403K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.