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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$175K Buy
3,463
+49
+1% +$2.46K 0.02% 100
2026
Q1 		$170K Buy
3,414
+2,255
+195% +$114K 0.03% 93
2025
Q4 		$58.3K Buy
1,159
+493
+74% +$24.8K 0.01% 151
2025
Q3 		$33.4K Sell
666
-1,322
-66% -$65K 0.01% 188
2025
Q2 		$97.5K Buy
1,988
+943
+90% +$46.1K 0.02% 129
2025
Q1 		$51.9K Buy
1,045
+27
+3% +$1.35K 0.01% 144
2024
Q4 		$51K Buy
1,018
+21
+2% +$1.06K 0.01% 148
2024
Q3 		$50.9K Sell
997
-267
-21% -$13.5K 0.01% 143
2024
Q2 		$63.4K Buy
1,264
+225
+22% +$11.3K 0.02% 184
2024
Q1 		$52.6K Buy
1,039
+245
+31% +$12.4K 0.02% 187
2023
Q4 		$40.5K Sell
794
-287
-27% -$14.1K 0.01% 142
2023
Q3 		$52K Buy
1,081
+619
+134% +$30.7K 0.02% 127
2023
Q2 		$23.2K Buy
462
+62
+16% +$3.12K 0.01% 189
2023
Q1 		$20.3K Buy
400
+1
+0.3% +$50 0.01% 215
2022
Q4 		$19.7K Sell
399
-280
-41% -$13.7K 0.01% 207
2022
Q3 		$32.7K Buy
679
+328
+93% +$16.4K 0.01% 169
2022
Q2 		$17.5K Buy
351
+21
+6% +$1.05K 0.01% 218
2022
Q1 		$17K Buy
330
+60
+22% +$3.19K 0.01% 231
2021
Q4 		$14.8K Buy
270
+162
+150% +$8.88K ﹤0.01% 246
2021
Q3 		$5.94K Buy
108
+91
+535% +$5.03K ﹤0.01% 344
2021
Q2 		$951 Hold
17
– – ﹤0.01% 848
2021
Q1 		$936 Hold
17
– – ﹤0.01% 848
2020
Q4 		$943 Buy
+17
New +$928 ﹤0.01% 750

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
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
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

RAFFA WEALTH MANAGEMENT, LLC's VTEB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2026, buying an estimated $2.46K and bringing the position to 3,463 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #100.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. 582 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 3,463 shares of Vanguard Tax-Exempt Bond Index Fund worth $175K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 49 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.46K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #100 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.