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Intergy Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Intergy Private 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 		$1.48M Buy
29,284
+562
+2% +$28.2K 0.34% 43
2026
Q1 		$1.43M Buy
28,722
+300
+1% +$15.1K 0.42% 33
2025
Q4 		$1.43M Buy
28,422
+165
+0.6% +$8.3K 0.43% 33
2025
Q3 		$1.41M Buy
28,257
+1,474
+6% +$72.4K 0.44% 32
2025
Q2 		$1.31M Buy
26,783
+411
+2% +$20.1K 0.45% 32
2025
Q1 		$1.31M Sell
26,372
-1,575
-6% -$78.8K 0.5% 29
2024
Q4 		$1.4M Sell
27,947
-1,858
-6% -$93.9K 0.52% 28
2024
Q3 		$1.52M Buy
29,805
+95
+0.3% +$4.81K 0.58% 28
2024
Q2 		$1.49M Sell
29,710
-1,073
-3% -$53.7K 0.61% 27
2024
Q1 		$1.56M Sell
30,783
-305
-1% -$15.5K 0.64% 28
2023
Q4 		$1.59M Buy
+31,088
New +$1.52M 0.69% 28
2023
Q2 		– Sell
-6,693
Closed -$339K – 75
2023
Q1 		$339K Buy
+6,693
New +$336K 0.19% 56
2022
Q4 		– Sell
-24,358
Closed -$1.17M – 71
2022
Q3 		$1.17M Buy
+24,358
New +$1.22M 0.83% 26

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
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
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Intergy Private Wealth's VTEB Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q2 2026, buying an estimated $28.2K and bringing the position to 29,284 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #43.

Intergy Private Wealth first reported a position in VTEB in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.59M in Q4 2023. 361 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Intergy Private Wealth held 29,284 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.48M as of Q2 2026.
  • Intergy Private Wealth bought 562 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $28.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Intergy Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Intergy Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 13 quarters since.
  • Intergy Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.59M in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.