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Summit Wealth Group (Colorado)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Summit Wealth Group (Colorado)’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 		$602K Buy
11,895
+4,088
+52% +$205K 0.05% 192
2026
Q1 		$390K Buy
7,807
+2,308
+42% +$117K 0.04% 210
2025
Q4 		$277K Buy
5,499
+1,640
+42% +$82.5K 0.04% 219
2025
Q3 		$501K Buy
+3,859
New +$190K 0.08% 142

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

Summit Wealth Group (Colorado)'s VTEB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 52% in Q2 2026, buying an estimated $205K and bringing the position to 11,895 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #192.

Summit Wealth Group (Colorado) first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,895 shares of Vanguard Tax-Exempt Bond Index Fund worth $602K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 4,088 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $205K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #192 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.