IVC Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IVC Wealth 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	$206K	Buy	+4,071	New	+$205K	0.08%	171

Other funds holding VTEB

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

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

IVC Wealth Advisors's VTEB Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,071 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #171 among its holdings.

283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

IVC Wealth Advisors held 4,071 shares of Vanguard Tax-Exempt Bond Index Fund worth $206K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new IVC Wealth Advisors position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #171 holding.
283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.