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

Meridian 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 		$293K Buy
5,789
+1,077
+23% +$54.1K 0.14% 121
2026
Q1 		$235K Buy
+4,712
New +$238K 0.13% 132

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Meridian Financial's VTEB Position: Q2 2026 in Review

Meridian Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q2 2026, buying an estimated $54.1K and bringing the position to 5,789 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #121.

Meridian Financial first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Meridian Financial held 5,789 shares of Vanguard Tax-Exempt Bond Index Fund worth $293K as of Q2 2026.
  • Meridian Financial bought 1,077 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $54.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Meridian Financial's portfolio in Q2 2026, its #121 holding.
  • Meridian Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.