TFG
VTEB icon

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

Tilson 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 		$5.07M Sell
100,166
-2,868
-3% -$144K 1.39% 24
2026
Q1 		$5.14M Sell
103,034
-1,990
-2% -$100K 1.54% 25
2025
Q4 		$5.28M Sell
105,024
-45,509
-30% -$2.29M 1.63% 21
2025
Q3 		$7.54M Sell
150,533
-16,139
-10% -$793K 2.48% 14
2025
Q2 		$8.17M Sell
166,672
-63,968
-28% -$3.12M 3.08% 9
2025
Q1 		$11.4M Buy
230,640
+19,794
+9% +$990K 4.53% 5
2024
Q4 		$10.6M Buy
210,846
+76,813
+57% +$3.88M 4.31% 6
2024
Q3 		$6.85M Buy
+134,033
New +$6.79M 2.97% 12
2024
Q2 		– Sell
-107,586
Closed -$5.44M – 64
2024
Q1 		$5.44M Buy
107,586
+26,461
+33% +$1.34M 2.92% 13
2023
Q4 		$4.14M Buy
81,125
+21,275
+36% +$1.04M 2.67% 11
2023
Q3 		$2.88M Buy
+59,850
New +$2.96M 2.26% 17
2023
Q2 		– Sell
-67,140
Closed -$3.4M – 55
2023
Q1 		$3.4M Buy
67,140
+677
+1% +$34K 2.78% 13
2022
Q4 		$3.29M Buy
+66,463
New +$3.25M 2.8% 13

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

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

Tilson Financial Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.8% in Q2 2026, selling an estimated $144K and leaving 100,166 shares worth $5.07M. The position accounts for 1.39% of the portfolio, ranked #24.

Tilson Financial Group first reported a position in VTEB in Q4 2022 and has held it in 13 quarters since. The position peaked at $11.4M in Q1 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Tilson Financial Group held 100,166 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.07M as of Q2 2026.
  • Tilson Financial Group sold 2,868 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $144K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.39% of Tilson Financial Group's portfolio in Q2 2026, its #24 holding.
  • Tilson Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 13 quarters since.
  • Tilson Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.4M in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.