McGlone Suttner Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

McGlone Suttner Wealth Management’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	$1.67M	Buy	33,115 +2,055	+7%	+$103K	0.2%	57
2026 Q1	$1.55M	Buy	31,060 +3,349	+12%	+$169K	0.21%	53
2025 Q4	$1.39M	Buy	27,711 +1,966	+8%	+$98.9K	0.19%	57
2025 Q3	$1.29M	Sell	25,745 -122	-0.5%	-$6K	0.18%	57
2025 Q2	$1.27M	Sell	25,867 -5,491	-18%	-$268K	0.19%	57
2025 Q1	$1.56M	Sell	31,358 -4,761	-13%	-$238K	0.26%	42
2024 Q4	$1.81M	Buy	36,119 +6,498	+22%	+$329K	0.3%	36
2024 Q3	$1.51M	Sell	29,621 -16,590	-36%	-$841K	0.31%	39
2024 Q2	$2.36M	Buy	46,211 +13,098	+40%	+$655K	0.48%	21
2024 Q1	$1.68M	Sell	33,113 -13,098	-28%	-$664K	0.31%	38
2023 Q4	$2.36M	Sell	46,211 -97	-0.2%	-$4.76K	0.47%	21
2023 Q3	$2.23M	Sell	46,308 -39,119	-46%	-$1.94M	0.52%	19
2023 Q2	$4.29M	Sell	85,427 -4,870	-5%	-$245K	0.98%	16
2023 Q1	$4.57M	Buy	90,297 +3,128	+4%	+$157K	1.18%	14
2022 Q4	$4.31M	Buy	+87,169	New	+$4.26M	1.37%	14

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

McGlone Suttner Wealth Management's VTEB Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.6% in Q2 2026, buying an estimated $103K and bringing the position to 33,115 shares worth $1.67M. The position accounts for 0.2% of the portfolio, ranked #57.

McGlone Suttner Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.57M in Q1 2023. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

McGlone Suttner Wealth Management held 33,115 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.67M as of Q2 2026.
McGlone Suttner Wealth Management bought 2,055 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $103K.
Vanguard Tax-Exempt Bond Index Fund made up 0.2% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #57 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.57M in Q1 2023.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.