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Petra Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Petra Financial 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 		$2.33M Buy
46,125
+19,876
+76% +$999K 1.08% 17
2026
Q1 		$1.31M Sell
26,249
-10,908
-29% -$551K 0.81% 33
2025
Q4 		$1.87M Sell
37,157
-86
-0.2% -$4.33K 1.1% 21
2025
Q3 		$1.86M Sell
37,243
-430
-1% -$21.1K 1.09% 19
2025
Q2 		$1.85M Buy
37,673
+860
+2% +$42K 1.17% 18
2025
Q1 		$1.83M Buy
36,813
+6,708
+22% +$336K 1.5% 15
2024
Q4 		$1.51M Hold
30,105
– – 1.03% 25
2024
Q3 		$1.54M Sell
30,105
-507
-2% -$25.7K 1.02% 27
2024
Q2 		$1.53M Sell
30,612
-1,116
-4% -$55.8K 1.1% 27
2024
Q1 		$1.61M Hold
31,728
– – 1.18% 25
2023
Q4 		$1.62M Buy
31,728
+2,881
+10% +$141K 1.35% 21
2023
Q3 		$1.39M Buy
28,847
+8,547
+42% +$423K 1.16% 25
2023
Q2 		$1.02M Sell
20,300
-8,512
-30% -$428K 0.91% 32
2023
Q1 		$1.46M Sell
28,812
-310
-1% -$15.6K 1.44% 20
2022
Q4 		$1.44M Buy
+29,122
New +$1.42M 1.59% 22

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

Petra Financial Advisors's VTEB Position: Q2 2026 in Review

Petra Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 76% in Q2 2026, buying an estimated $999K and bringing the position to 46,125 shares worth $2.33M. The position accounts for 1.08% of the portfolio, ranked #17.

Petra Financial Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 698 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Petra Financial Advisors held 46,125 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.33M as of Q2 2026.
  • Petra Financial Advisors bought 19,876 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $999K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.08% of Petra Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Petra Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.