KF
VTEB icon

K2 Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

K2 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 		$5.69M Buy
112,602
+6,900
+7% +$347K 4.02% 5
2026
Q1 		$5.33M Buy
105,702
+3,517
+3% +$178K 3.88% 6
2025
Q4 		$5.16M Sell
102,185
-1,235
-1% -$62.1K 3.99% 5
2025
Q3 		$5.2M Buy
103,420
+3,736
+4% +$184K 4.18% 4
2025
Q2 		$4.86M Buy
99,684
+19,455
+24% +$950K 4.28% 4
2025
Q1 		$3.88M Buy
80,229
+7,927
+11% +$397K 3.81% 6
2024
Q4 		$3.59M Buy
+72,302
New +$3.66M 3.57% 5

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

K2 Financial's VTEB Position: Q2 2026 in Review

K2 Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.5% in Q2 2026, buying an estimated $347K and bringing the position to 112,602 shares worth $5.69M. The position accounts for 4.02% of the portfolio, ranked #5.

K2 Financial first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • K2 Financial held 112,602 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.69M as of Q2 2026.
  • K2 Financial bought 6,900 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $347K.
  • Vanguard Tax-Exempt Bond Index Fund made up 4.02% of K2 Financial's portfolio in Q2 2026, its #5 holding.
  • K2 Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 445 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.