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

TCI Wealth 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 		$2.97M Buy
58,752
+30,294
+106% +$1.52M 0.13% 60
2026
Q1 		$1.42M Buy
28,458
+14
+0% +$707 0.08% 78
2025
Q4 		$1.43M Hold
28,444
– – 0.08% 79
2025
Q3 		$1.42M Sell
28,444
-664
-2% -$32.6K 0.09% 84
2025
Q2 		$1.43M Buy
+29,108
New +$1.42M 0.1% 76
2024
Q3 		– Sell
-7,507
Closed -$376K – 248
2024
Q2 		$376K Buy
7,507
+195
+3% +$9.76K 0.04% 150
2024
Q1 		$370K Buy
+7,312
New +$371K 0.04% 146
2023
Q2 		– Sell
-179
Closed -$9.07K – 2197
2023
Q1 		$9.07K Hold
179
– – ﹤0.01% 1151
2022
Q4 		$8.86K Buy
179
+2
+1% +$98 ﹤0.01% 1149
2022
Q3 		$9K Hold
177
– – ﹤0.01% 1110
2022
Q2 		$9K Hold
177
– – ﹤0.01% 1115
2022
Q1 		$9K Sell
177
-1,230
-87% -$65.5K ﹤0.01% 1205
2021
Q4 		$77K Hold
1,407
– – 0.01% 312
2021
Q3 		$77K Hold
1,407
– – 0.01% 334
2021
Q2 		$78K Hold
1,407
– – 0.01% 323
2021
Q1 		$77K Buy
1,407
+177
+14% +$9.72K 0.03% 285
2020
Q4 		$68K Hold
1,230
– – 0.03% 286
2020
Q3 		$67K Hold
1,230
– – 0.03% 266
2020
Q2 		$67K Hold
1,230
– – 0.03% 266
2020
Q1 		$65K Sell
1,230
-68
-5% -$3.64K 0.03% 269
2019
Q4 		$69K Buy
1,298
+68
+6% +$3.64K 0.03% 317
2019
Q3 		$66K Hold
1,230
– – 0.03% 281
2019
Q2 		$65K Hold
1,230
– – 0.03% 271
2019
Q1 		$64K Hold
1,230
– – 0.03% 301
2018
Q4 		$63K Buy
+1,230
New +$62K 0.03% 280

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
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
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

TCI Wealth Advisors's VTEB Position: Q2 2026 in Review

TCI Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 106% in Q2 2026, buying an estimated $1.52M and bringing the position to 58,752 shares worth $2.97M. The position accounts for 0.13% of the portfolio, ranked #60.

TCI Wealth Advisors first reported a position in VTEB in Q4 2018 and has held it in 25 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • TCI Wealth Advisors held 58,752 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.97M as of Q2 2026.
  • TCI Wealth Advisors bought 30,294 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.52M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of TCI Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • TCI Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 25 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.