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

Orgel 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 		$181M Buy
3,570,951
+105,896
+3% +$5.32M 3.43% 12
2026
Q1 		$173M Sell
3,465,055
-91,781
-3% -$4.63M 3.72% 10
2025
Q4 		$179M Buy
3,556,836
+357,339
+11% +$18M 3.95% 9
2025
Q3 		$160M Buy
3,199,497
+272,652
+9% +$13.4M 3.65% 10
2025
Q2 		$144M Buy
2,926,845
+469,938
+19% +$23M 3.46% 10
2025
Q1 		$122M Sell
2,456,907
-93,396
-4% -$4.67M 3.17% 12
2024
Q4 		$128M Buy
2,550,303
+62,184
+2% +$3.14M 3.34% 13
2024
Q3 		$127M Buy
2,488,119
+394,907
+19% +$20M 3.18% 13
2024
Q2 		$105M Buy
2,093,212
+136,243
+7% +$6.82M 2.83% 14
2024
Q1 		$99M Buy
1,956,969
+120,817
+7% +$6.12M 2.72% 14
2023
Q4 		$93.7M Sell
1,836,152
-7,553,155
-80% -$370M 2.77% 12
2023
Q3 		$452M Sell
9,389,307
-4,011
-0% -$199K 15.27% 1
2023
Q2 		$472M Buy
9,393,318
+1,720,648
+22% +$86.5M 15.58% 1
2023
Q1 		$389M Buy
7,672,670
+1,228,983
+19% +$61.7M 13.9% 1
2022
Q4 		$319M Buy
6,443,687
+1,397,824
+28% +$68.3M 12.26% 1
2022
Q3 		$243M Buy
5,045,863
+153,637
+3% +$7.68M 11.99% 2
2022
Q2 		$244M Buy
+4,892,226
New +$245M 13.82% 3

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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Orgel Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.1% in Q2 2026, buying an estimated $5.32M and bringing the position to 3,570,951 shares worth $181M. The position accounts for 3.43% of the portfolio, ranked #12.

Orgel Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $472M in Q2 2023. 490 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Orgel Wealth Management held 3,570,951 shares of Vanguard Tax-Exempt Bond Index Fund worth $181M as of Q2 2026.
  • Orgel Wealth Management bought 105,896 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.32M.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.43% of Orgel Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Orgel Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Orgel Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $472M in Q2 2023.
  • 490 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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