TW
VTEB icon

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

Traveka 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 		$461K Buy
9,121
+480
+6% +$24.1K 0.15% 105
2026
Q1 		$431K Hold
8,641
– – 0.16% 94
2025
Q4 		$435K Buy
+8,641
New +$435K 0.18% 98

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Traveka Wealth's VTEB Position: Q2 2026 in Review

Traveka Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.6% in Q2 2026, buying an estimated $24.1K and bringing the position to 9,121 shares worth $461K. The position accounts for 0.15% of the portfolio, ranked #105.

Traveka Wealth first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 779 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Traveka Wealth held 9,121 shares of Vanguard Tax-Exempt Bond Index Fund worth $461K as of Q2 2026.
  • Traveka Wealth bought 480 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $24.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Traveka Wealth's portfolio in Q2 2026, its #105 holding.
  • Traveka Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.