Oak Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Oak Wealth Advisors’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	$1.49M	Sell	29,449 -200	-0.7%	-$10.1K	0.71%	21
2026 Q1	$1.48M	Sell	29,649 -1,412	-5%	-$71.3K	0.81%	17
2025 Q4	$1.56M	Sell	31,061 -2,843	-8%	-$143K	0.9%	16
2025 Q3	$1.7M	Buy	33,904 +3,557	+12%	+$175K	0.99%	14
2025 Q2	$1.49M	Sell	30,347 -7,077	-19%	-$346K	0.95%	15
2025 Q1	$1.86M	Buy	37,424 +9,205	+33%	+$461K	1.37%	13
2024 Q4	$1.41M	Buy	+28,219	New	+$1.43M	1.09%	14

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

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 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

Oak Wealth Advisors's VTEB Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.67% in Q2 2026, selling an estimated $10.1K and leaving 29,449 shares worth $1.49M. The position accounts for 0.71% of the portfolio, ranked #21.

Oak Wealth Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q1 2025. 663 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Oak Wealth Advisors held 29,449 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.49M as of Q2 2026.
Oak Wealth Advisors sold 200 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.71% of Oak Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Oak Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.86M in Q1 2025.
663 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.