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Unify Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Unify Financial Advisors’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 		$278K Buy
+5,500
New +$276K 0.26% 73

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
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
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Unify Financial Advisors's VTEB Position: Q2 2026 in Review

Unify Financial Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,500 shares worth $278K. The stake represents 0.26% of the portfolio and ranks #73 among its holdings.

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

  • Unify Financial Advisors held 5,500 shares of Vanguard Tax-Exempt Bond Index Fund worth $278K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Unify Financial Advisors position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Unify Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • 442 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.