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

Stewardship 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 		$10.7M Buy
211,823
+48,065
+29% +$2.42M 2.23% 12
2026
Q1 		$8.17M Sell
163,758
-20,543
-11% -$1.04M 1.88% 14
2025
Q4 		$9.27M Sell
184,301
-69,099
-27% -$3.48M 2.14% 13
2025
Q3 		$12.7M Buy
253,400
+5,610
+2% +$276K 3% 9
2025
Q2 		$12.1M Buy
247,790
+4,497
+2% +$220K 3.08% 9
2025
Q1 		$12.1M Buy
243,293
+25,357
+12% +$1.27M 3.26% 8
2024
Q4 		$10.9M Buy
217,936
+9,129
+4% +$462K 3.03% 8
2024
Q3 		$10.7M Sell
208,807
-10,856
-5% -$550K 3.01% 8
2024
Q2 		$11M Buy
219,663
+43,943
+25% +$2.2M 3.64% 6
2024
Q1 		$8.89M Buy
+175,720
New +$8.91M 3.04% 6

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Stewardship Advisors's VTEB Position: Q2 2026 in Review

Stewardship Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 29% in Q2 2026, buying an estimated $2.42M and bringing the position to 211,823 shares worth $10.7M. The position accounts for 2.23% of the portfolio, ranked #12.

Stewardship Advisors first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.7M in Q3 2025. 700 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Stewardship Advisors held 211,823 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.7M as of Q2 2026.
  • Stewardship Advisors bought 48,065 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.42M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.23% of Stewardship Advisors's portfolio in Q2 2026, its #12 holding.
  • Stewardship Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
  • Stewardship Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.7M in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.