Precedent Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Precedent Wealth Partners’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	$2.51M	Buy	49,593 +3,112	+7%	+$156K	0.42%	71
2026 Q1	$2.32M	Buy	46,481 +2,162	+5%	+$109K	0.46%	67
2025 Q4	$2.23M	Sell	44,319 -2,497	-5%	-$126K	0.47%	69
2025 Q3	$2.34M	Buy	46,816 +8,468	+22%	+$416K	0.52%	58
2025 Q2	$1.88M	Sell	38,348 -2,287	-6%	-$112K	0.46%	65
2025 Q1	$2.02M	Buy	40,635 +14,585	+56%	+$730K	0.56%	54
2024 Q4	$1.31M	Buy	26,050 +4,357	+20%	+$220K	0.43%	66
2024 Q3	$1.11M	Buy	21,693 +2,772	+15%	+$140K	0.37%	76
2024 Q2	$948K	Buy	18,921 +2,855	+18%	+$143K	0.38%	69
2024 Q1	$813K	Buy	16,066 +1,995	+14%	+$101K	0.35%	76
2023 Q4	$718K	Buy	+14,071	New	+$690K	0.37%	73

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

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

Precedent Wealth Partners's VTEB Position: Q2 2026 in Review

Precedent Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.7% in Q2 2026, buying an estimated $156K and bringing the position to 49,593 shares worth $2.51M. The position accounts for 0.42% of the portfolio, ranked #71.

Precedent Wealth Partners first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Precedent Wealth Partners held 49,593 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.51M as of Q2 2026.
Precedent Wealth Partners bought 3,112 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $156K.
Vanguard Tax-Exempt Bond Index Fund made up 0.42% of Precedent Wealth Partners's portfolio in Q2 2026, its #71 holding.
Precedent Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
467 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.