PAG
VTEB icon

Paladin Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Paladin Advisory Group’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 		$681K Buy
13,466
+50
+0.4% +$2.51K 0.45% 44
2026
Q1 		$669K Buy
13,416
+164
+1% +$8.28K 0.51% 40
2025
Q4 		$666K Buy
13,252
+189
+1% +$9.51K 0.49% 38
2025
Q3 		$654K Buy
13,063
+632
+5% +$31.1K 0.51% 36
2025
Q2 		$609K Buy
12,431
+11,104
+837% +$542K 0.47% 41
2025
Q1 		$65.8K Hold
1,327
– – 0.05% 133
2024
Q4 		$66.5K Hold
1,327
– – 0.05% 136
2024
Q3 		$67.8K Buy
1,327
+101
+8% +$5.12K 0.05% 136
2024
Q2 		$61.2K Hold
1,226
– – 0.05% 132
2024
Q1 		$61.7K Hold
1,226
– – 0.05% 131
2023
Q4 		$62.6K Hold
1,226
– – 0.05% 129
2023
Q3 		$59K Buy
1,226
+197
+19% +$9.76K 0.05% 140
2023
Q2 		$51.7K Buy
1,029
+189
+23% +$9.5K 0.04% 151
2023
Q1 		$42.6K Buy
+840
New +$42.2K 0.04% 161
2022
Q2 		– Sell
-752
Closed -$37.7K – 523
2022
Q1 		$38K Buy
+752
New +$40K 0.03% 189

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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Paladin Advisory Group's VTEB Position: Q2 2026 in Review

Paladin Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.37% in Q2 2026, buying an estimated $2.51K and bringing the position to 13,466 shares worth $681K. The position accounts for 0.45% of the portfolio, ranked #44.

Paladin Advisory Group first reported a position in VTEB in Q1 2022 and has held it in 15 quarters since. 711 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Paladin Advisory Group held 13,466 shares of Vanguard Tax-Exempt Bond Index Fund worth $681K as of Q2 2026.
  • Paladin Advisory Group bought 50 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.51K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.45% of Paladin Advisory Group's portfolio in Q2 2026, its #44 holding.
  • Paladin Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 15 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.