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

Magnus 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	$345K	Sell	6,812 -695	-9%	-$34.9K	0.02%	288
2026 Q1	$375K	Sell	7,507 -5,171	-41%	-$261K	0.03%	268
2025 Q4	$638K	Buy	12,678 +172	+1%	+$8.65K	0.05%	225
2025 Q3	$626K	Sell	12,506 -2,382	-16%	-$117K	0.05%	219
2025 Q2	$730K	Buy	14,888 +3,653	+33%	+$178K	0.06%	185
2025 Q1	$557K	Sell	11,235 -8,358	-43%	-$418K	0.05%	206
2024 Q4	$982K	Buy	19,593 +7,614	+64%	+$385K	0.09%	153
2024 Q3	$612K	Buy	11,979 +234	+2%	+$11.9K	0.06%	191
2024 Q2	$589K	Buy	+11,745	New	+$588K	0.07%	180

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

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 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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

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

Magnus Financial Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.3% in Q2 2026, selling an estimated $34.9K and leaving 6,812 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #288.

Magnus Financial Group first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $982K in Q4 2024. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Magnus Financial Group held 6,812 shares of Vanguard Tax-Exempt Bond Index Fund worth $345K as of Q2 2026.
Magnus Financial Group sold 695 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $34.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #288 holding.
Magnus Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
Magnus Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $982K in Q4 2024.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.