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VTEB icon

Sincerus Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sincerus Advisory’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 		$3.2M Sell
63,210
-364
-0.6% -$18.3K 2.17% 11
2026
Q1 		$3.17M Buy
63,574
+4,796
+8% +$242K 2.4% 11
2025
Q4 		$2.96M Sell
58,778
-4,667
-7% -$235K 2.38% 10
2025
Q3 		$3.18M Buy
63,445
+3,548
+6% +$174K 2.72% 9
2025
Q2 		$2.91M Buy
59,897
+20,244
+51% +$989K 2.73% 10
2025
Q1 		$1.97M Sell
39,653
-235
-0.6% -$11.8K 2.08% 14
2024
Q4 		$2M Buy
+39,888
New +$2.02M 2.14% 10

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Sincerus Advisory's VTEB Position: Q2 2026 in Review

Sincerus Advisory reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.57% in Q2 2026, selling an estimated $18.3K and leaving 63,210 shares worth $3.2M. The position accounts for 2.17% of the portfolio, ranked #11.

Sincerus Advisory first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sincerus Advisory held 63,210 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.2M as of Q2 2026.
  • Sincerus Advisory sold 364 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $18.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.17% of Sincerus Advisory's portfolio in Q2 2026, its #11 holding.
  • Sincerus Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 415 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.