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

Leverty Financial Group’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 		$302K Hold
5,974
– – 0.06% 37
2026
Q1 		$298K Buy
5,974
+773
+15% +$39K 0.07% 35
2025
Q4 		$262K Hold
5,201
– – 0.06% 38
2025
Q3 		$260K Sell
5,201
-384
-7% -$18.9K 0.07% 34
2025
Q2 		$274K Sell
5,585
-12,586
-69% -$615K 0.08% 33
2025
Q1 		$902K Sell
18,171
-51,074
-74% -$2.56M 0.37% 16
2024
Q4 		$3.47M Buy
69,245
+9,343
+16% +$472K 1.77% 7
2024
Q3 		$3.06M Buy
59,902
+269
+0.5% +$13.6K 1.67% 8
2024
Q2 		$2.99M Sell
59,633
-2,391
-4% -$120K 1.77% 9
2024
Q1 		$3.14M Buy
62,024
+268
+0.4% +$13.6K 1.87% 9
2023
Q4 		$3.15M Buy
+61,756
New +$3.03M 2% 9

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Leverty Financial Group's VTEB Position: Q2 2026 in Review

Leverty Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,974 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #37.

Leverty Financial Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q4 2024. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Leverty Financial Group held 5,974 shares of Vanguard Tax-Exempt Bond Index Fund worth $302K as of Q2 2026.
  • Leverty Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Leverty Financial Group's portfolio in Q2 2026, its #37 holding.
  • Leverty Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Leverty Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.47M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.