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

True Wealth Design’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	$26.6K	Buy	+525	New	+$26.4K	0.01%	716

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

True Wealth Design's VTEB Position: Q2 2026 in Review

True Wealth Design opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 525 shares worth $26.6K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

True Wealth Design held 525 shares of Vanguard Tax-Exempt Bond Index Fund worth $26.6K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new True Wealth Design position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #716 holding.
401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.