SWA
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Sax Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sax Wealth 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 		$2.78M Buy
55,808
+38,948
+231% +$1.96M 0.11% 124
2026
Q1 		$848K Hold
16,860
– – 0.04% 213
2025
Q4 		$848K Buy
16,860
+10,293
+157% +$518K 0.04% 222
2025
Q3 		$329K Sell
6,567
-2,059
-24% -$101K 0.02% 336
2025
Q2 		$423K Sell
8,626
-10,873
-56% -$531K 0.03% 279
2025
Q1 		$968K Buy
19,499
+606
+3% +$30.3K 0.07% 144
2024
Q4 		$947K Buy
18,893
+171
+0.9% +$8.64K 0.07% 126
2024
Q3 		$957K Buy
18,722
+125
+0.7% +$6.33K 0.09% 96
2024
Q2 		$932K Buy
18,597
+275
+2% +$13.8K 0.09% 94
2024
Q1 		$927K Buy
18,322
+456
+3% +$23.1K 0.11% 74
2023
Q4 		$912K Buy
17,866
+159
+0.9% +$7.8K 0.15% 79
2023
Q3 		$852K Buy
17,707
+112
+0.6% +$5.55K 0.17% 77
2023
Q2 		$884K Buy
17,595
+105
+0.6% +$5.28K 0.18% 74
2023
Q1 		$886K Buy
17,490
+366
+2% +$18.4K 0.19% 69
2022
Q4 		$847K Buy
17,124
+125
+0.7% +$6.11K 0.2% 67
2022
Q3 		$818K Buy
+16,999
New +$850K 0.21% 66

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
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Sax Wealth Advisors's VTEB Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 231% in Q2 2026, buying an estimated $1.96M and bringing the position to 55,808 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #124.

Sax Wealth Advisors first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sax Wealth Advisors held 55,808 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.78M as of Q2 2026.
  • Sax Wealth Advisors bought 38,948 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.96M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Sax Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.