OWA
VTEB icon

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

Opal 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 		$1.22M Buy
24,145
+3,771
+19% +$189K 0.26% 43
2026
Q1 		$1.02M Sell
20,374
-28,172
-58% -$1.42M 0.23% 42
2025
Q4 		$2.44M Buy
48,546
+22,794
+89% +$1.15M 0.64% 24
2025
Q3 		$1.29M Buy
25,752
+19,278
+298% +$948K 0.36% 34
2025
Q2 		$317K Sell
6,474
-480
-7% -$23.4K 0.09% 127
2025
Q1 		$345K Sell
6,954
-83,405
-92% -$4.17M 0.11% 108
2024
Q4 		$4.53M Sell
90,359
-380
-0.4% -$19.2K 1.36% 13
2024
Q3 		$4.64M Sell
90,739
-707
-0.8% -$35.8K 1.45% 12
2024
Q2 		$4.58M Sell
91,446
-15,027
-14% -$752K 1.47% 12
2024
Q1 		$5.39M Sell
106,473
-761
-0.7% -$38.6K 1.83% 12
2023
Q4 		$5.47M Buy
107,234
+98,809
+1,173% +$4.85M 2.16% 13
2023
Q3 		$405K Sell
8,425
-971
-10% -$48.1K 0.24% 69
2023
Q2 		$472K Sell
9,396
-42
-0.4% -$2.11K 0.24% 55
2023
Q1 		$478K Sell
9,438
-30,685
-76% -$1.54M 0.28% 45
2022
Q4 		$1.99M Buy
40,123
+2,070
+5% +$101K 1.09% 12
2022
Q3 		$1.83M Sell
38,053
-10,428
-22% -$521K 1.34% 11
2022
Q2 		$2.42M Buy
+48,481
New +$2.43M 1.6% 10
2022
Q1 		– Sell
-9,398
Closed -$516K – 134
2021
Q4 		$516K Buy
+9,398
New +$515K 0.33% 51

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

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

Opal Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, buying an estimated $189K and bringing the position to 24,145 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #43.

Opal Wealth Advisors first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.47M in Q4 2023. 744 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Opal Wealth Advisors held 24,145 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.22M as of Q2 2026.
  • Opal Wealth Advisors bought 3,771 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $189K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Opal Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Opal Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Opal Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.47M in Q4 2023.
  • 744 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.