Victory Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Victory Financial Group’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	$612K	Sell	12,102 -80	-0.7%	-$4.02K	0.06%	190
2026 Q1	$608K	Buy	12,182 +741	+6%	+$37.4K	0.07%	170
2025 Q4	$575K	Buy	11,441 +3,942	+53%	+$198K	0.07%	166
2025 Q3	$376K	Buy	7,499 +844	+13%	+$41.5K	0.05%	173
2025 Q2	$326K	Sell	6,655 -6,873	-51%	-$336K	0.05%	160
2025 Q1	$671K	Buy	13,528 +4,974	+58%	+$249K	0.13%	89
2024 Q4	$429K	Buy	+8,554	New	+$432K	0.11%	89

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Financial Group's VTEB Position: Q2 2026 in Review

Victory Financial Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.66% in Q2 2026, selling an estimated $4.02K and leaving 12,102 shares worth $612K. The position accounts for 0.06% of the portfolio, ranked #190.

Victory Financial Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Victory Financial Group held 12,102 shares of Vanguard Tax-Exempt Bond Index Fund worth $612K as of Q2 2026.
Victory Financial Group sold 80 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.02K.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Victory Financial Group's portfolio in Q2 2026, its #190 holding.
Victory Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Victory Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $671K in Q1 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.