Wealth Alliance Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealth Alliance Advisory 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	$1.18M	Hold	23,282	–	–	0.17%	76
2026 Q1	$1.16M	Hold	23,282	–	–	0.18%	80
2025 Q4	$1.17M	Hold	23,282	–	–	0.2%	77
2025 Q3	$1.17M	Sell	23,282 -8,500	-27%	-$418K	0.21%	73
2025 Q2	$1.56M	Sell	31,782 -5,000	-14%	-$244K	0.3%	59
2025 Q1	$1.83M	Buy	36,782 +4,000	+12%	+$200K	0.38%	54
2024 Q4	$1.64M	Hold	32,782	–	–	0.35%	53
2024 Q3	$1.68M	Sell	32,782 -445	-1%	-$22.6K	0.35%	51
2024 Q2	$1.67M	Hold	33,227	–	–	0.38%	47
2024 Q1	$1.68M	Buy	33,227 +24,345	+274%	+$1.23M	0.39%	45
2023 Q4	$453K	Sell	8,882 -39	-0.4%	-$1.91K	0.12%	108
2023 Q3	$429K	Hold	8,921	–	–	0.13%	105
2023 Q2	$448K	Hold	8,921	–	–	0.16%	97
2023 Q1	$452K	Buy	8,921 +2,457	+38%	+$123K	0.17%	97
2022 Q4	$320K	Buy	+6,464	New	+$316K	0.12%	108

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Wealth Alliance Advisory Group's VTEB Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 23,282 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #76.

Wealth Alliance Advisory Group first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.83M in Q1 2025. 738 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wealth Alliance Advisory Group held 23,282 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.18M as of Q2 2026.
Wealth Alliance Advisory Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #76 holding.
Wealth Alliance Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Wealth Alliance Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.83M in Q1 2025.
738 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.