Moisand Fitzgerald Tamayo’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Moisand Fitzgerald Tamayo’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	$18.1K	Hold	357	–	–	﹤0.01%	300
2026 Q1	$17.8K	Sell	357 -136	-28%	-$6.87K	﹤0.01%	281
2025 Q4	$24.8K	Hold	493	–	–	﹤0.01%	261
2025 Q3	$24.7K	Hold	493	–	–	﹤0.01%	258
2025 Q2	$24.2K	Hold	493	–	–	﹤0.01%	260
2025 Q1	$24.5K	Hold	493	–	–	﹤0.01%	254
2024 Q4	$24.7K	Sell	493 -648	-57%	-$32.8K	﹤0.01%	252
2024 Q3	$58.3K	Buy	1,141 +648	+131%	+$32.8K	0.01%	174
2024 Q2	$24.7K	Hold	493	–	–	﹤0.01%	226
2024 Q1	$24.9K	Sell	493 -25	-5%	-$1.27K	﹤0.01%	226
2023 Q4	$26.4K	Buy	518 +25	+5%	+$1.23K	﹤0.01%	230
2023 Q3	$23.7K	Hold	493	–	–	0.01%	245
2023 Q2	$24.8K	Hold	493	–	–	0.01%	232
2023 Q1	$25K	Hold	493	–	–	0.01%	235
2022 Q4	$24.4K	Hold	493	–	–	0.01%	230
2022 Q3	$24K	Hold	493	–	–	0.01%	214
2022 Q2	$25K	Buy	493 +357	+263%	+$17.9K	0.01%	213
2022 Q1	$7K	Sell	136 -357	-72%	-$19K	﹤0.01%	222
2021 Q4	$27K	Hold	493	–	–	0.01%	188
2021 Q3	$27K	Hold	493	–	–	0.01%	182
2021 Q2	$27K	Sell	493 -97	-16%	-$5.34K	0.01%	188
2021 Q1	$32K	Buy	590 +97	+20%	+$5.33K	0.01%	151
2020 Q4	$27K	Buy	493 +357	+263%	+$19.5K	0.01%	154
2020 Q3	$7K	Hold	136	–	–	﹤0.01%	223
2020 Q2	$7K	Hold	136	–	–	﹤0.01%	209
2020 Q1	$7K	Hold	136	–	–	﹤0.01%	191
2019 Q4	$7K	Hold	136	–	–	﹤0.01%	218
2019 Q3	$7K	Hold	136	–	–	﹤0.01%	215
2019 Q2	$7K	Hold	136	–	–	﹤0.01%	213
2019 Q1	$7K	Buy	+136	New	+$6.99K	﹤0.01%	213
2018 Q4	–	Sell	-124	Closed	-$6K	–	302
2018 Q3	$6K	Hold	124	–	–	﹤0.01%	237
2018 Q2	$6K	Hold	124	–	–	﹤0.01%	219
2018 Q1	$6K	Hold	124	–	–	﹤0.01%	241
2017 Q4	$6K	Hold	124	–	–	﹤0.01%	214
2017 Q3	$6K	Buy	+124	New	+$6.41K	﹤0.01%	230

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

Moisand Fitzgerald Tamayo's VTEB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 357 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Moisand Fitzgerald Tamayo first reported a position in VTEB in Q3 2017 and has held it in 35 quarters since. The position peaked at $58.3K in Q3 2024. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Moisand Fitzgerald Tamayo held 357 shares of Vanguard Tax-Exempt Bond Index Fund worth $18.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #300 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2017 and has held it in 35 quarters since.
Moisand Fitzgerald Tamayo's Vanguard Tax-Exempt Bond Index Fund position peaked at $58.3K in Q3 2024.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.