IF
VTEB icon

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

Intrua Financial’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 		$276K Hold
5,460
– – 0.03% 412
2026
Q1 		$272K Buy
5,460
+200
+4% +$10.1K 0.03% 384
2025
Q4 		$265K Sell
5,260
-260
-5% -$13.1K 0.03% 393
2025
Q3 		$276K Buy
+5,520
New +$271K 0.03% 371
2025
Q2 		– Sell
-5,633
Closed -$280K – 398
2025
Q1 		$280K Sell
5,633
-302
-5% -$15.1K 0.04% 292
2024
Q4 		$298K Sell
5,935
-5,810
-49% -$294K 0.05% 276
2024
Q3 		$600K Sell
11,745
-3
-0% -$152 0.09% 189
2024
Q2 		$589K Buy
11,748
+3
+0% +$150 0.09% 196
2024
Q1 		$594K Sell
11,745
-237
-2% -$12K 0.09% 213
2023
Q4 		$612K Buy
+11,982
New +$588K 0.09% 197

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Intrua Financial's VTEB Position: Q2 2026 in Review

Intrua Financial held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,460 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #412.

Intrua Financial first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q4 2023. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Intrua Financial held 5,460 shares of Vanguard Tax-Exempt Bond Index Fund worth $276K as of Q2 2026.
  • Intrua Financial left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #412 holding.
  • Intrua Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Intrua Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $612K in Q4 2023.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.