Orca Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Orca Wealth Management’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	$224K	Buy	+4,430	New	+$223K	0.13%	74

Other funds holding VTEB

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

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Orca Wealth Management's VTEB Position: Q2 2026 in Review

Orca Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,430 shares worth $224K. The stake represents 0.13% of the portfolio and ranks #74 among its holdings.

740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Orca Wealth Management held 4,430 shares of Vanguard Tax-Exempt Bond Index Fund worth $224K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Orca Wealth Management position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Orca Wealth Management's portfolio in Q2 2026, its #74 holding.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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