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

Independent Financial 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	$1.78M	Buy	35,097 +19,931	+131%	+$1M	0.03%	485
2026 Q1	$757K	Buy	15,166 +3,214	+27%	+$162K	0.02%	730
2025 Q4	$601K	Buy	11,952 +3,048	+34%	+$153K	0.01%	807
2025 Q3	$446K	Buy	+8,904	New	+$438K	0.01%	909
2024 Q3	–	Sell	-16,560	Closed	-$830K	–	1205
2024 Q2	$830K	Buy	+16,560	New	+$829K	0.03%	455

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Financial Group's VTEB Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 131% in Q2 2026, buying an estimated $1M and bringing the position to 35,097 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #485.

Independent Financial Group first reported a position in VTEB in Q2 2024 and has held it in 5 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Independent Financial Group held 35,097 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.78M as of Q2 2026.
Independent Financial Group bought 19,931 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1M.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #485 holding.
Independent Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 5 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.