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Nabity-Jensen Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Nabity-Jensen Investment 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 		$353K Hold
6,977
– – 0.22% 60
2026
Q1 		$348K Sell
6,977
-677
-9% -$34.2K 0.24% 59
2025
Q4 		$385K Hold
7,654
– – 0.26% 51
2025
Q3 		$383K Sell
7,654
-112
-1% -$5.5K 0.27% 52
2025
Q2 		$381K Sell
7,766
-408
-5% -$19.9K 0.28% 51
2025
Q1 		$406K Sell
8,174
-1,789
-18% -$89.5K 0.32% 48
2024
Q4 		$499K Sell
9,963
-60
-0.6% -$3.03K 0.38% 47
2024
Q3 		$512K Sell
10,023
-118
-1% -$5.98K 0.39% 46
2024
Q2 		$508K Hold
10,141
– – 0.42% 44
2024
Q1 		$513K Sell
10,141
-147
-1% -$7.45K 0.42% 44
2023
Q4 		$525K Buy
+10,288
New +$504K 0.47% 42

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

Nabity-Jensen Investment Management's VTEB Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 6,977 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #60.

Nabity-Jensen Investment Management first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $525K in Q4 2023. 738 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Nabity-Jensen Investment Management held 6,977 shares of Vanguard Tax-Exempt Bond Index Fund worth $353K as of Q2 2026.
  • Nabity-Jensen Investment Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #60 holding.
  • Nabity-Jensen Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Nabity-Jensen Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $525K in Q4 2023.
  • 738 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.