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

Towerpoint Wealth’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 		$290K Hold
5,732
– – 0.1% 93
2026
Q1 		$286K Hold
5,732
– – 0.12% 76
2025
Q4 		$288K Buy
+5,732
New +$288K 0.11% 74
2025
Q2 		– Sell
-12,270
Closed -$609K – 93
2025
Q1 		$609K Sell
12,270
-3,400
-22% -$170K 0.3% 47
2024
Q4 		$786K Sell
15,670
-162
-1% -$8.19K 0.38% 42
2024
Q3 		$809K Hold
15,832
– – 0.38% 40
2024
Q2 		$793K Hold
15,832
– – 0.4% 41
2024
Q1 		$801K Hold
15,832
– – 0.4% 41
2023
Q4 		$808K Hold
15,832
– – 0.44% 38
2023
Q3 		$762K Hold
15,832
– – 0.45% 39
2023
Q2 		$795K Hold
15,832
– – 0.45% 40
2023
Q1 		$802K Hold
15,832
– – 0.46% 39
2022
Q4 		$784K Buy
+15,832
New +$774K 0.45% 39

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
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Towerpoint Wealth's VTEB Position: Q2 2026 in Review

Towerpoint Wealth held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,732 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #93.

Towerpoint Wealth first reported a position in VTEB in Q4 2022 and has held it in 13 quarters since. The position peaked at $809K in Q3 2024. 618 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Towerpoint Wealth held 5,732 shares of Vanguard Tax-Exempt Bond Index Fund worth $290K as of Q2 2026.
  • Towerpoint Wealth left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Towerpoint Wealth's portfolio in Q2 2026, its #93 holding.
  • Towerpoint Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 13 quarters since.
  • Towerpoint Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $809K in Q3 2024.
  • 618 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.