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Souders Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Souders Financial 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 		– Sell
-24,528
Closed -$1.22M – 238
2026
Q1 		$1.22M Buy
24,528
+2,015
+9% +$102K 0.14% 81
2025
Q4 		$1.13M Sell
22,513
-808
-3% -$40.7K 0.13% 84
2025
Q3 		$1.17M Sell
23,321
-8,885
-28% -$437K 0.14% 81
2025
Q2 		$1.58M Buy
32,206
+2,053
+7% +$100K 0.2% 61
2025
Q1 		$1.5M Buy
30,153
+173
+0.6% +$8.65K 0.21% 71
2024
Q4 		$1.5M Buy
29,980
+2,314
+8% +$117K 0.21% 84
2024
Q3 		$1.41M Buy
27,666
+295
+1% +$14.9K 0.2% 80
2024
Q2 		$1.37M Buy
27,371
+2,095
+8% +$105K 0.21% 78
2024
Q1 		$1.28M Sell
25,276
-2,173
-8% -$110K 0.2% 82
2023
Q4 		$1.4M Buy
27,449
+6,270
+30% +$307K 0.24% 77
2023
Q3 		$1.02M Buy
21,179
+6,015
+40% +$298K 0.2% 85
2023
Q2 		$762K Buy
15,164
+1,994
+15% +$100K 0.15% 96
2023
Q1 		$667K Sell
13,170
-2,261
-15% -$113K 0.14% 102
2022
Q4 		$764K Sell
15,431
-566
-4% -$27.7K 0.17% 92
2022
Q3 		$770K Buy
15,997
+2,704
+20% +$135K 0.21% 86
2022
Q2 		$664K Buy
+13,293
New +$666K 0.19% 88

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Souders Financial Advisors's VTEB Position: Q2 2026 in Review

Souders Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 24,528 shares — an estimated $1.22M sold.

Souders Financial Advisors first reported a position in VTEB in Q2 2022 and held it in 16 quarters. The position peaked at $1.58M in Q2 2025. 920 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Souders Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 24,528 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.22M.
  • Souders Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 16 quarters.
  • Souders Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.58M in Q2 2025.
  • 920 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.