RWB
VTEB icon

RMR Wealth Builders’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RMR Wealth Builders’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 		$436K Hold
8,611
– – 0.03% 211
2026
Q1 		$430K Hold
8,611
– – 0.03% 192
2025
Q4 		$433K Sell
8,611
-402
-4% -$20.2K 0.03% 189
2025
Q3 		$451K Hold
9,013
– – 0.04% 179
2025
Q2 		$442K Hold
9,013
– – 0.04% 176
2025
Q1 		$447K Hold
9,013
– – 0.05% 159
2024
Q4 		$452K Hold
9,013
– – 0.05% 164
2024
Q3 		$461K Hold
9,013
– – 0.05% 162
2024
Q2 		$452K Hold
9,013
– – 0.05% 158
2024
Q1 		$456K Buy
9,013
+235
+3% +$11.9K 0.06% 159
2023
Q4 		$448K Buy
+8,778
New +$430K 0.06% 151

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
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

RMR Wealth Builders's VTEB Position: Q2 2026 in Review

RMR Wealth Builders held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 8,611 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #211.

RMR Wealth Builders first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q3 2024. 573 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • RMR Wealth Builders held 8,611 shares of Vanguard Tax-Exempt Bond Index Fund worth $436K as of Q2 2026.
  • RMR Wealth Builders left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #211 holding.
  • RMR Wealth Builders first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • RMR Wealth Builders's Vanguard Tax-Exempt Bond Index Fund position peaked at $461K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.