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

PFW 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	$614K	Hold	12,140	–	–	0.18%	75
2026 Q1	$606K	Hold	12,140	–	–	0.19%	76
2025 Q4	$611K	Sell	12,140 -3,560	-23%	-$179K	0.18%	78
2025 Q3	$786K	Buy	15,700 +3,751	+31%	+$184K	0.23%	75
2025 Q2	$586K	Sell	11,949 -8,768	-42%	-$428K	0.18%	83
2025 Q1	$1.03M	Hold	20,717	–	–	0.32%	62
2024 Q4	$1.04M	Buy	+20,717	New	+$1.05M	0.32%	61
2024 Q2	$902K	Sell	17,992 -1,948	-10%	-$97.5K	0.29%	64
2024 Q1	$1.01M	Sell	19,940 -433	-2%	-$21.9K	0.31%	62
2023 Q4	$1.04M	Hold	20,373	–	–	0.33%	57
2023 Q3	$980K	Sell	20,373 -1,256	-6%	-$62.2K	0.35%	54
2023 Q2	$1.07M	Buy	+21,629	New	+$1.09M	0.36%	52
2019 Q3	$926K	Buy	+18,107	New	+$970K	0.28%	67

Other funds holding VTEB

CCWA

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

PFW Advisors's VTEB Position: Q2 2026 in Review

PFW Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 12,140 shares worth $614K. The position accounts for 0.18% of the portfolio, ranked #75.

PFW Advisors first reported a position in VTEB in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.07M in Q2 2023. 341 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

PFW Advisors held 12,140 shares of Vanguard Tax-Exempt Bond Index Fund worth $614K as of Q2 2026.
PFW Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of PFW Advisors's portfolio in Q2 2026, its #75 holding.
PFW Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.07M in Q2 2023.
341 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.