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

Wealth Management Resources’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	$395K	Buy	+7,811	New	+$393K	0.12%	28
2026 Q1	–	Sell	-7,800	Closed	-$392K	–	30
2025 Q4	$392K	Sell	7,800 -7,907	-50%	-$398K	0.14%	26
2025 Q3	$786K	Sell	15,707 -510	-3%	-$25.1K	0.25%	25
2025 Q2	$795K	Hold	16,217	–	–	0.27%	25
2025 Q1	$805K	Sell	16,217 -1,000	-6%	-$50K	0.29%	27
2024 Q4	$863K	Buy	17,217 +7,000	+69%	+$354K	0.32%	27
2024 Q3	$522K	Sell	10,217 -1,634	-14%	-$82.8K	0.21%	29
2024 Q2	$594K	Sell	11,851 -4,149	-26%	-$208K	0.26%	28
2024 Q1	$810K	Buy	+16,000	New	+$811K	0.35%	31

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

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

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Management Resources's VTEB Position: Q2 2026 in Review

Wealth Management Resources opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 7,811 shares worth $395K. The stake represents 0.12% of the portfolio and ranks #28 among its holdings. This is a return to the name: Wealth Management Resources previously reported a position in VTEB as recently as Q4 2025.

Wealth Management Resources first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $863K in Q4 2024. 463 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wealth Management Resources held 7,811 shares of Vanguard Tax-Exempt Bond Index Fund worth $395K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Wealth Management Resources position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Wealth Management Resources's portfolio in Q2 2026, its #28 holding.
Wealth Management Resources first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
Wealth Management Resources's Vanguard Tax-Exempt Bond Index Fund position peaked at $863K in Q4 2024.
463 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.