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

Nations Financial Group’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 		$225K Buy
4,440
+420
+10% +$21.1K 0.01% 719
2026
Q1 		$201K Buy
4,020
+5
+0.1% +$252 0.01% 740
2025
Q4 		$202K Sell
4,015
-473
-11% -$23.8K 0.01% 715
2025
Q3 		$225K Buy
+4,488
New +$221K 0.01% 652

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
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
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

Nations Financial Group's VTEB Position: Q2 2026 in Review

Nations Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q2 2026, buying an estimated $21.1K and bringing the position to 4,440 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #719.

Nations Financial Group first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Nations Financial Group held 4,440 shares of Vanguard Tax-Exempt Bond Index Fund worth $225K as of Q2 2026.
  • Nations Financial Group bought 420 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $21.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #719 holding.
  • Nations Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Nations Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $225K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.