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Net Worth Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Net Worth Advisory 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 		$312K Sell
6,163
-8,751
-59% -$440K 0.08% 275
2026
Q1 		$744K Buy
14,914
+162
+1% +$8.18K 0.15% 140
2025
Q4 		$742K Buy
14,752
+2,821
+24% +$142K 0.15% 146
2025
Q3 		$597K Sell
11,931
-5,188
-30% -$255K 0.17% 137
2025
Q2 		$839K Buy
17,119
+5,393
+46% +$263K 0.19% 105
2025
Q1 		$582K Sell
11,726
-4,310
-27% -$216K 0.18% 137
2024
Q4 		$804K Buy
16,036
+10,202
+175% +$516K 0.24% 82
2024
Q3 		$298K Buy
+5,834
New +$296K 0.09% 276

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Net Worth Advisory Group's VTEB Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 59% in Q2 2026, selling an estimated $440K and leaving 6,163 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #275.

Net Worth Advisory Group first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $839K in Q2 2025. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Net Worth Advisory Group held 6,163 shares of Vanguard Tax-Exempt Bond Index Fund worth $312K as of Q2 2026.
  • Net Worth Advisory Group sold 8,751 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $440K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #275 holding.
  • Net Worth Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $839K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.