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Journey Beyond Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Journey Beyond 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 		$983K Sell
19,440
-129
-0.7% -$6.48K 0.77% 19
2026
Q1 		$976K Sell
19,569
-155
-0.8% -$7.83K 0.84% 19
2025
Q4 		$992K Sell
19,724
-495
-2% -$24.9K 0.79% 20
2025
Q3 		$1.01M Buy
20,219
+1,683
+9% +$82.7K 0.83% 16
2025
Q2 		$909K Sell
18,536
-11,056
-37% -$540K 0.77% 18
2025
Q1 		$1.47M Sell
29,592
-5,289
-15% -$265K 1.37% 16
2024
Q4 		$1.75M Buy
+34,881
New +$1.76M 1.64% 16

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Journey Beyond Wealth's VTEB Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.66% in Q2 2026, selling an estimated $6.48K and leaving 19,440 shares worth $983K. The position accounts for 0.77% of the portfolio, ranked #19.

Journey Beyond Wealth first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2024. 1,068 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Journey Beyond Wealth held 19,440 shares of Vanguard Tax-Exempt Bond Index Fund worth $983K as of Q2 2026.
  • Journey Beyond Wealth sold 129 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.48K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.77% of Journey Beyond Wealth's portfolio in Q2 2026, its #19 holding.
  • Journey Beyond Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Journey Beyond Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.75M in Q4 2024.
  • 1,068 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.