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Moller Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Moller Wealth Partners’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 		$21.5M Buy
425,059
+16,649
+4% +$837K 3.89% 9
2026
Q1 		$20.4M Buy
408,410
+37,202
+10% +$1.88M 4.02% 10
2025
Q4 		$18.7M Buy
371,208
+3,511
+1% +$177K 3.91% 10
2025
Q3 		$18.4M Buy
367,697
+6,865
+2% +$337K 3.84% 11
2025
Q2 		$17.7M Sell
360,832
-4,886
-1% -$239K 3.91% 10
2025
Q1 		$18.1M Buy
365,718
+30,172
+9% +$1.51M 4.49% 9
2024
Q4 		$16.8M Buy
335,546
+24,208
+8% +$1.22M 4.42% 9
2024
Q3 		$15.9M Buy
311,338
+15,591
+5% +$790K 3.98% 10
2024
Q2 		$14.8M Buy
295,747
+14,250
+5% +$713K 3.95% 10
2024
Q1 		$14.2M Buy
281,497
+6,179
+2% +$313K 3.86% 10
2023
Q4 		$14.1M Buy
275,318
+30,796
+13% +$1.51M 3.96% 10
2023
Q3 		$11.8M Sell
244,522
-1,342
-0.5% -$66.5K 3.74% 10
2023
Q2 		$12.3M Sell
245,864
-10,735
-4% -$539K 3.77% 10
2023
Q1 		$13M Sell
256,599
-10,406
-4% -$522K 4.01% 9
2022
Q4 		$13.2M Sell
267,005
-129,784
-33% -$6.34M 4.25% 9
2022
Q3 		$19.1M Buy
396,789
+33,166
+9% +$1.66M 6.88% 4
2022
Q2 		$18.2M Buy
363,623
+289,975
+394% +$14.5M 6.15% 6
2022
Q1 		$3.8M Sell
73,648
-144,330
-66% -$7.68M 1.18% 22
2021
Q4 		$12M Sell
217,978
-5,675
-3% -$311K 3.82% 9
2021
Q3 		$12.2M Buy
223,653
+13,549
+6% +$749K 4.05% 9
2021
Q2 		$11.6M Buy
210,104
+19,248
+10% +$1.06M 3.82% 10
2021
Q1 		$10.4M Buy
190,856
+58,396
+44% +$3.21M 3.64% 10
2020
Q4 		$7.31M Buy
132,460
+43,476
+49% +$2.37M 3.02% 14
2020
Q3 		$4.84M Buy
88,984
+16,509
+23% +$901K 2.17% 18
2020
Q2 		$3.92M Buy
72,475
+39,187
+118% +$2.09M 1.72% 19
2020
Q1 		$1.76M Buy
33,288
+8,899
+36% +$476K 0.91% 22
2019
Q4 		$1.31M Buy
+24,389
New +$1.31M 0.58% 26

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
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Moller Wealth Partners's VTEB Position: Q2 2026 in Review

Moller Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.1% in Q2 2026, buying an estimated $837K and bringing the position to 425,059 shares worth $21.5M. The position accounts for 3.89% of the portfolio, ranked #9.

Moller Wealth Partners first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. 608 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Moller Wealth Partners held 425,059 shares of Vanguard Tax-Exempt Bond Index Fund worth $21.5M as of Q2 2026.
  • Moller Wealth Partners bought 16,649 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $837K.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.89% of Moller Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Moller Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 608 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.