Proactive Wealth Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Proactive Wealth Strategies’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	$275K	Buy	+5,430	New	+$273K	0.04%	194

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Proactive Wealth Strategies's VTEB Position: Q2 2026 in Review

Proactive Wealth Strategies opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,430 shares worth $275K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings.

1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Proactive Wealth Strategies held 5,430 shares of Vanguard Tax-Exempt Bond Index Fund worth $275K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Proactive Wealth Strategies position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #194 holding.
1,045 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.