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One Advisory Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

One Advisory 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 		$7.19M Sell
142,218
-5,034
-3% -$253K 1.96% 14
2026
Q1 		$7.35M Buy
147,252
+454
+0.3% +$22.9K 2.26% 17
2025
Q4 		$7.38M Sell
146,798
-1,619
-1% -$81.5K 2.23% 18
2025
Q3 		$7.47M Sell
148,417
-14,582
-9% -$717K 2.29% 17
2025
Q2 		$7.91M Buy
162,999
+15,630
+11% +$764K 2.64% 15
2025
Q1 		$7.31M Sell
147,369
-4,356
-3% -$218K 3.12% 10
2024
Q4 		$7.61M Buy
151,725
+3,973
+3% +$201K 3.38% 8
2024
Q3 		$7.55M Sell
147,752
-4,043
-3% -$205K 3.31% 8
2024
Q2 		$7.61M Sell
151,795
-3,791
-2% -$190K 3.51% 7
2024
Q1 		$7.87M Buy
155,586
+1,924
+1% +$97.5K 3.87% 7
2023
Q4 		$7.84M Buy
153,662
+121,617
+380% +$5.96M 4.12% 6
2023
Q3 		$1.54M Buy
32,045
+21,573
+206% +$1.07M 0.9% 19
2023
Q2 		$526K Buy
10,472
+847
+9% +$42.6K 0.3% 27
2023
Q1 		$488K Buy
9,625
+786
+9% +$39.5K 0.29% 29
2022
Q4 		$437K Buy
8,839
+3,348
+61% +$164K 0.28% 36
2022
Q3 		$264K Buy
+5,491
New +$274K 0.18% 40

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

One Advisory Partners's VTEB Position: Q2 2026 in Review

One Advisory Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.4% in Q2 2026, selling an estimated $253K and leaving 142,218 shares worth $7.19M. The position accounts for 1.96% of the portfolio, ranked #14.

One Advisory Partners first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.91M in Q2 2025. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • One Advisory Partners held 142,218 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.19M as of Q2 2026.
  • One Advisory Partners sold 5,034 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $253K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.96% of One Advisory Partners's portfolio in Q2 2026, its #14 holding.
  • One Advisory Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
  • One Advisory Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.91M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.