IWN
VTEB icon

Independent Wealth Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Independent Wealth Network’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
-6,086
Closed -$304K – 359
2026
Q1 		$304K Buy
6,086
+155
+3% +$7.83K 0.09% 216
2025
Q4 		$298K Sell
5,931
-1,567
-21% -$78.8K 0.09% 207
2025
Q3 		$375K Buy
7,498
+149
+2% +$7.32K 0.12% 183
2025
Q2 		$360K Sell
7,349
-747
-9% -$36.5K 0.13% 175
2025
Q1 		$402K Buy
8,096
+522
+7% +$26.1K 0.16% 149
2024
Q4 		$380K Buy
7,574
+42
+0.6% +$2.12K 0.15% 151
2024
Q3 		$385K Sell
7,532
-22
-0.3% -$1.11K 0.17% 140
2024
Q2 		$379K Buy
7,554
+31
+0.4% +$1.55K 0.18% 140
2024
Q1 		$381K Buy
7,523
+21
+0.3% +$1.06K 0.18% 141
2023
Q4 		$383K Buy
7,502
+1,186
+19% +$58.2K 0.2% 128
2023
Q3 		$304K Buy
6,316
+77
+1% +$3.81K 0.19% 134
2023
Q2 		$313K Buy
6,239
+14
+0.2% +$703 0.19% 143
2023
Q1 		$315K Buy
6,225
+2,010
+48% +$101K 0.2% 132
2022
Q4 		$209K Buy
+4,215
New +$206K 0.14% 172
2022
Q2 		– Sell
-5,815
Closed -$300K – 217
2022
Q1 		$300K Buy
5,815
+1,447
+33% +$77K 0.19% 141
2021
Q4 		$240K Hold
4,368
– – 0.15% 172
2021
Q3 		$239K Buy
+4,368
New +$242K 0.16% 168

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Independent Wealth Network's VTEB Position: Q2 2026 in Review

Independent Wealth Network sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 6,086 shares — an estimated $304K sold.

Independent Wealth Network first reported a position in VTEB in Q3 2021 and held it in 17 quarters. The position peaked at $402K in Q1 2025. 418 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Independent Wealth Network reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Network sold 6,086 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $304K.
  • Independent Wealth Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 17 quarters.
  • Independent Wealth Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $402K in Q1 2025.
  • 418 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.