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Snider Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Snider Financial Group’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 		– Sell
-44,668
Closed -$2.23M – 115
2026
Q1 		$2.23M Buy
44,668
+4,763
+12% +$240K 0.67% 41
2025
Q4 		$2.01M Sell
39,905
-3,899
-9% -$196K 0.53% 43
2025
Q3 		$2.19M Sell
43,804
-112
-0.3% -$5.5K 0.6% 45
2025
Q2 		$2.15M Buy
43,916
+496
+1% +$24.2K 0.62% 44
2025
Q1 		$2.15M Buy
43,420
+10,165
+31% +$509K 0.7% 40
2024
Q4 		$1.67M Sell
33,255
-7,783
-19% -$393K 0.52% 44
2024
Q3 		$2.1M Buy
41,038
+811
+2% +$41.1K 0.77% 41
2024
Q2 		$2.02M Buy
40,227
+854
+2% +$42.7K 0.78% 40
2024
Q1 		$1.99M Buy
39,373
+459
+1% +$23.3K 0.83% 36
2023
Q4 		$1.99M Buy
38,914
+248
+0.6% +$12.2K 0.92% 36
2023
Q3 		$1.86M Sell
38,666
-139
-0.4% -$6.89K 0.9% 35
2023
Q2 		$1.95M Sell
38,805
-27
-0.1% -$1.36K 0.93% 33
2023
Q1 		$1.97M Sell
38,832
-2,824
-7% -$142K 1.05% 32
2022
Q4 		$2.06M Sell
41,656
-480
-1% -$23.5K 1.14% 31
2022
Q3 		$2.05M Sell
42,136
-26
-0.1% -$1.3K 1.11% 29
2022
Q2 		$2.1M Buy
42,162
+792
+2% +$39.7K 1.15% 31
2022
Q1 		$2.13M Buy
41,370
+1,218
+3% +$64.8K 0.97% 30
2021
Q4 		$2.2M Buy
40,152
+548
+1% +$30K 0.93% 32
2021
Q3 		$2.17M Buy
39,604
+3,922
+11% +$217K 0.94% 33
2021
Q2 		$1.98M Buy
+35,682
New +$1.97M 0.93% 34

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

Snider Financial Group's VTEB Position: Q2 2026 in Review

Snider Financial Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 44,668 shares — an estimated $2.23M sold.

Snider Financial Group first reported a position in VTEB in Q2 2021 and held it in 20 quarters. The position peaked at $2.23M in Q1 2026. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Snider Financial Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Snider Financial Group sold 44,668 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.23M.
  • Snider Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 20 quarters.
  • Snider Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.23M in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.