IIA
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Integrity Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Integrity Investment Advisors’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 		$883K Sell
17,451
-5,346
-23% -$269K 0.38% 34
2026
Q1 		$1.14M Sell
22,797
-184
-0.8% -$9.29K 0.62% 25
2025
Q4 		$1.16M Buy
22,981
+7,091
+45% +$357K 0.64% 27
2025
Q3 		$796K Buy
15,890
+11,603
+271% +$570K 0.53% 30
2025
Q2 		$210K Sell
4,287
-1,997
-32% -$97.6K 0.16% 49
2025
Q1 		$312K Buy
+6,284
New +$314K 0.28% 36

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

Integrity Investment Advisors's VTEB Position: Q2 2026 in Review

Integrity Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q2 2026, selling an estimated $269K and leaving 17,451 shares worth $883K. The position accounts for 0.38% of the portfolio, ranked #34.

Integrity Investment Advisors first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 422 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Integrity Investment Advisors held 17,451 shares of Vanguard Tax-Exempt Bond Index Fund worth $883K as of Q2 2026.
  • Integrity Investment Advisors sold 5,346 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $269K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.38% of Integrity Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Integrity Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Integrity Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.16M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.