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

McNaughton 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 		$3.43M Buy
67,836
+8,158
+14% +$410K 1.22% 25
2026
Q1 		$2.98M Buy
59,678
+80
+0.1% +$4.04K 1.23% 26
2025
Q4 		$3M Sell
59,598
-4,309
-7% -$217K 1.23% 26
2025
Q3 		$3.2M Buy
63,907
+432
+0.7% +$21.2K 1.35% 25
2025
Q2 		$3.11M Sell
63,475
-19,121
-23% -$934K 1.39% 23
2025
Q1 		$4.1M Buy
82,596
+4,244
+5% +$212K 1.99% 14
2024
Q4 		$3.93M Sell
78,352
-1,703
-2% -$86.1K 1.89% 16
2024
Q3 		$4.09M Buy
80,055
+2,693
+3% +$136K 1.99% 16
2024
Q2 		$3.88M Buy
77,362
+3,878
+5% +$194K 2.06% 15
2024
Q1 		$3.72M Buy
73,484
+1,678
+2% +$85.1K 2.06% 15
2023
Q4 		$3.67M Buy
71,806
+6,977
+11% +$342K 2.17% 15
2023
Q3 		$3.12M Buy
64,829
+13,082
+25% +$648K 2.07% 14
2023
Q2 		$2.6M Buy
51,747
+4,975
+11% +$250K 1.66% 18
2023
Q1 		$2.37M Buy
46,772
+585
+1% +$29.4K 1.57% 22
2022
Q4 		$2.29M Buy
46,187
+6,973
+18% +$341K 1.56% 23
2022
Q3 		$1.89M Sell
39,214
-6,138
-14% -$307K 1.39% 23
2022
Q2 		$2.26M Sell
45,352
-30,809
-40% -$1.54M 1.6% 21
2022
Q1 		$3.93M Sell
76,161
-44
-0.1% -$2.34K 2.55% 13
2021
Q4 		$4.16M Sell
76,205
-626
-0.8% -$34.3K 2.7% 13
2021
Q3 		$4.21M Buy
76,831
+2,582
+3% +$143K 2.97% 13
2021
Q2 		$4.11M Buy
74,249
+6,168
+9% +$340K 2.88% 13
2021
Q1 		$3.72M Buy
68,081
+4,539
+7% +$249K 2.85% 13
2020
Q4 		$3.51M Buy
63,542
+6,209
+11% +$339K 2.81% 13
2020
Q3 		$3.12M Buy
57,333
+2,807
+5% +$153K 2.73% 9
2020
Q2 		$2.95M Buy
54,526
+2,589
+5% +$138K 2.74% 11
2020
Q1 		$2.75M Buy
51,937
+470
+0.9% +$25.2K 2.93% 11
2019
Q4 		$2.75M Buy
+51,467
New +$2.75M 2.56% 12

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

McNaughton Wealth Management's VTEB Position: Q2 2026 in Review

McNaughton Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, buying an estimated $410K and bringing the position to 67,836 shares worth $3.43M. The position accounts for 1.22% of the portfolio, ranked #25.

McNaughton Wealth Management first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.21M in Q3 2021. 694 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • McNaughton Wealth Management held 67,836 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.43M as of Q2 2026.
  • McNaughton Wealth Management bought 8,158 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $410K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.22% of McNaughton Wealth Management's portfolio in Q2 2026, its #25 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.21M in Q3 2021.
  • 694 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.