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

Unique 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	$7.99M	Buy	157,897 +21,552	+16%	+$1.08M	0.93%	27
2026 Q1	$6.8M	Buy	136,345 +60,808	+81%	+$3.07M	0.94%	26
2025 Q4	$3.8M	Sell	75,537 -1,599	-2%	-$80.5K	0.53%	42
2025 Q3	$3.86M	Sell	77,136 -3,021	-4%	-$148K	0.57%	43
2025 Q2	$3.93M	Buy	+80,157	New	+$3.92M	0.63%	40
2023 Q4	–	Sell	-31,180	Closed	-$1.5M	–	87
2023 Q3	$1.5M	Sell	31,180 -11,070	-26%	-$548K	0.63%	23
2023 Q2	$2.12M	Buy	42,250 +1,763	+4%	+$88.6K	0.93%	19
2023 Q1	$2.05M	Buy	40,487 +23,525	+139%	+$1.18M	0.99%	17
2022 Q4	$839K	Buy	+16,962	New	+$829K	0.45%	24

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

Unique Wealth's VTEB Position: Q2 2026 in Review

Unique Wealth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, buying an estimated $1.08M and bringing the position to 157,897 shares worth $7.99M. The position accounts for 0.93% of the portfolio, ranked #27.

Unique Wealth first reported a position in VTEB in Q4 2022 and has held it in 9 quarters since. 663 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Unique Wealth held 157,897 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.99M as of Q2 2026.
Unique Wealth bought 21,552 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.08M.
Vanguard Tax-Exempt Bond Index Fund made up 0.93% of Unique Wealth's portfolio in Q2 2026, its #27 holding.
Unique Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 9 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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