Investors Research Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Investors Research Corp’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	$16.2K	Hold	320	–	–	﹤0.01%	494
2026 Q1	$16K	Sell	320 -320	-50%	-$16.2K	﹤0.01%	500
2025 Q4	$32.2K	Hold	640	–	–	0.01%	488
2025 Q3	$32K	Hold	640	–	–	0.01%	488
2025 Q2	$31.4K	Hold	640	–	–	0.01%	519
2025 Q1	$31.8K	Sell	640 -109	-15%	-$5.45K	0.01%	518
2024 Q4	$37.5K	Hold	749	–	–	0.01%	506
2024 Q3	$38.3K	Buy	749 +109	+17%	+$5.52K	0.01%	513
2024 Q2	$32.1K	Hold	640	–	–	0.01%	559
2024 Q1	$32.4K	Hold	640	–	–	0.01%	556
2023 Q4	$32.7K	Hold	640	–	–	0.01%	565
2023 Q3	$30.8K	Sell	640 -410	-39%	-$20.3K	0.01%	580
2023 Q2	$52.7K	Hold	1,050	–	–	0.01%	508
2023 Q1	$53.2K	Hold	1,050	–	–	0.01%	519
2022 Q4	$52K	Hold	1,050	–	–	0.01%	513
2022 Q3	$51K	Hold	1,050	–	–	0.02%	495
2022 Q2	$52K	Hold	1,050	–	–	0.02%	501
2022 Q1	$54K	Hold	1,050	–	–	0.02%	508
2021 Q4	$58K	Hold	1,050	–	–	0.02%	499
2021 Q3	$58K	Buy	+1,050	New	+$58.1K	0.02%	498

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Investors Research Corp's VTEB Position: Q2 2026 in Review

Investors Research Corp held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 320 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Investors Research Corp first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. The position peaked at $58K in Q4 2021. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Investors Research Corp held 320 shares of Vanguard Tax-Exempt Bond Index Fund worth $16.2K as of Q2 2026.
Investors Research Corp left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #494 holding.
Investors Research Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
Investors Research Corp's Vanguard Tax-Exempt Bond Index Fund position peaked at $58K in Q4 2021.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.