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

IRON 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	$375K	Buy	7,416 +62	+0.8%	+$3.12K	0.15%	86
2026 Q1	$367K	Buy	7,354 +41	+0.6%	+$2.07K	0.16%	82
2025 Q4	$368K	Buy	7,313 +368	+5%	+$18.5K	0.17%	82
2025 Q3	$348K	Buy	6,945 +58	+0.8%	+$2.85K	0.17%	80
2025 Q2	$338K	Buy	+6,887	New	+$336K	0.18%	82
2022 Q4	–	Sell	-5,841	Closed	-$281K	–	101
2022 Q3	$281K	Buy	5,841 +17	+0.3%	+$850	0.15%	78
2022 Q2	$291K	Buy	5,824 +7	+0.1%	+$351	0.15%	80
2022 Q1	$300K	Buy	5,817 +1	+0%	+$53	0.14%	83
2021 Q4	$319K	Buy	5,816 +3	+0.1%	+$164	0.14%	80
2021 Q3	$318K	Sell	5,813 -5,050	-46%	-$279K	0.15%	74
2021 Q2	$601K	Sell	10,863 -263	-2%	-$14.5K	0.28%	42
2021 Q1	$608K	Buy	+11,126	New	+$611K	0.32%	36
2020 Q3	–	Sell	-11,141	Closed	-$603K	–	118
2020 Q2	$603K	Buy	11,141 +141	+1%	+$7.51K	0.31%	39
2020 Q1	$582K	Buy	11,000 +1,227	+13%	+$65.7K	0.36%	34
2019 Q4	$523K	Buy	9,773 +4,046	+71%	+$217K	0.25%	56
2019 Q3	$307K	Buy	+5,727	New	+$307K	0.23%	75

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

IRON Financial's VTEB Position: Q2 2026 in Review

IRON Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.84% in Q2 2026, buying an estimated $3.12K and bringing the position to 7,416 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #86.

IRON Financial first reported a position in VTEB in Q3 2019 and has held it in 16 quarters since. The position peaked at $608K in Q1 2021. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

IRON Financial held 7,416 shares of Vanguard Tax-Exempt Bond Index Fund worth $375K as of Q2 2026.
IRON Financial bought 62 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.12K.
Vanguard Tax-Exempt Bond Index Fund made up 0.15% of IRON Financial's portfolio in Q2 2026, its #86 holding.
IRON Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 16 quarters since.
IRON Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $608K in Q1 2021.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.