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

WCG Wealth 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	$659K	Buy	13,033 +1,411	+12%	+$70.9K	0.02%	472
2026 Q1	$580K	Buy	+11,622	New	+$587K	0.02%	444
2024 Q2	–	Sell	-10,876	Closed	-$550K	–	306
2024 Q1	$550K	Sell	10,876 -878	-7%	-$44.5K	0.05%	213
2023 Q4	$600K	Sell	11,754 -667	-5%	-$32.7K	0.04%	236
2023 Q3	$597K	Buy	12,421 +31	+0.3%	+$1.54K	0.04%	231
2023 Q2	$622K	Buy	12,390 +738	+6%	+$37.1K	0.07%	133
2023 Q1	$590K	Buy	+11,652	New	+$585K	0.08%	135
2022 Q4	–	Sell	-4,789	Closed	-$231K	–	277
2022 Q3	$231K	Sell	4,789 -412	-8%	-$20.6K	0.03%	256
2022 Q2	$260K	Buy	+5,201	New	+$261K	0.04%	230

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

WCG Wealth Advisors's VTEB Position: Q2 2026 in Review

WCG Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $70.9K and bringing the position to 13,033 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #472.

WCG Wealth Advisors first reported a position in VTEB in Q2 2022 and has held it in 9 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

WCG Wealth Advisors held 13,033 shares of Vanguard Tax-Exempt Bond Index Fund worth $659K as of Q2 2026.
WCG Wealth Advisors bought 1,411 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $70.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #472 holding.
WCG Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 9 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.