TS Financial Group (TSFG)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

TS Financial Group (TSFG)’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	$232K	Buy	4,587 +716	+18%	+$36K	0.03%	185
2026 Q1	$193K	Buy	3,871 +1,532	+65%	+$77.4K	0.03%	186
2025 Q4	$118K	Hold	2,339	–	–	0.02%	230
2025 Q3	$117K	Hold	2,339	–	–	0.02%	230
2025 Q2	$115K	Hold	2,339	–	–	0.02%	220
2025 Q1	$116K	Buy	2,339 +539	+30%	+$27K	0.02%	202
2024 Q4	$90K	Hold	1,800	–	–	0.02%	220
2024 Q3	$92K	Hold	1,800	–	–	0.02%	222
2024 Q2	$90K	Hold	1,800	–	–	0.02%	208
2024 Q1	$91K	Sell	1,800 -455	-20%	-$23.1K	0.02%	203
2023 Q4	$115K	Buy	+2,255	New	+$111K	0.04%	189
2022 Q2	–	Sell	-1,500	Closed	-$77K	–	1069
2022 Q1	$77K	Hold	1,500	–	–	0.03%	247
2021 Q4	$82K	Hold	1,500	–	–	0.03%	247
2021 Q3	$82K	Hold	1,500	–	–	0.03%	248
2021 Q2	$83K	Hold	1,500	–	–	0.03%	245
2021 Q1	$82K	Hold	1,500	–	–	0.04%	204
2020 Q4	$83K	Hold	1,500	–	–	0.04%	186
2020 Q3	$82K	Hold	1,500	–	–	0.05%	159
2020 Q2	$81K	Hold	1,500	–	–	0.05%	153
2020 Q1	$79K	Hold	1,500	–	–	0.07%	137
2019 Q4	$80K	Hold	1,500	–	–	0.06%	170
2019 Q3	$80K	Hold	1,500	–	–	0.06%	161
2019 Q2	$80K	Hold	1,500	–	–	0.06%	167
2019 Q1	$78K	Buy	+1,500	New	+$77.1K	0.07%	162

Other funds holding VTEB

CCWA

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

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 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

TS Financial Group (TSFG)'s VTEB Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 18% in Q2 2026, buying an estimated $36K and bringing the position to 4,587 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #185.

TS Financial Group (TSFG) first reported a position in VTEB in Q1 2019 and has held it in 24 quarters since. 637 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

TS Financial Group (TSFG) held 4,587 shares of Vanguard Tax-Exempt Bond Index Fund worth $232K as of Q2 2026.
TS Financial Group (TSFG) bought 716 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $36K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #185 holding.
TS Financial Group (TSFG) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and has held it in 24 quarters since.
637 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.