Wealthcare Advisory Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealthcare Advisory Partners’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	$3.96M	Buy	78,356 +3,256	+4%	+$164K	0.08%	215
2026 Q1	$3.75M	Sell	75,100 -8,272	-10%	-$418K	0.07%	223
2025 Q4	$4.19M	Buy	83,372 +7,200	+9%	+$362K	0.08%	207
2025 Q3	$3.81M	Sell	76,172 -7,388	-9%	-$363K	0.08%	208
2025 Q2	$4.1M	Sell	83,560 -27,421	-25%	-$1.34M	0.09%	177
2025 Q1	$5.51M	Sell	110,981 -6,708	-6%	-$336K	0.15%	124
2024 Q4	$5.9M	Buy	117,689 +10,403	+10%	+$526K	0.16%	117
2024 Q3	$5.48M	Buy	107,286 +70,268	+190%	+$3.56M	0.16%	127
2024 Q2	$1.85M	Sell	37,018 -7,249	-16%	-$363K	0.06%	249
2024 Q1	$2.24M	Buy	44,267 +2,915	+7%	+$148K	0.07%	214
2023 Q4	$2.11M	Buy	41,352 +13,024	+46%	+$639K	0.08%	190
2023 Q3	$1.36M	Sell	28,328 -5,667	-17%	-$281K	0.06%	230
2023 Q2	$1.71M	Sell	33,995 -7,246	-18%	-$364K	0.08%	202
2023 Q1	$2.09M	Buy	41,241 +9,032	+28%	+$453K	0.09%	172
2022 Q4	$1.59M	Buy	32,209 +438	+1%	+$21.4K	0.08%	196
2022 Q3	$1.53M	Buy	31,771 +2,773	+10%	+$139K	0.09%	169
2022 Q2	$1.45M	Buy	28,998 +5,524	+24%	+$277K	0.09%	151
2022 Q1	$1.21M	Buy	23,474 +1,688	+8%	+$89.8K	0.07%	160
2021 Q4	$1.2M	Buy	21,786 +14,364	+194%	+$787K	0.07%	174
2021 Q3	$407K	Buy	7,422 +180	+2%	+$9.95K	0.03%	355
2021 Q2	$400K	Buy	7,242 +46	+0.6%	+$2.53K	0.03%	363
2021 Q1	$393K	Buy	7,196 +439	+6%	+$24.1K	0.03%	336
2020 Q4	$373K	Buy	6,757 +234	+4%	+$12.8K	0.03%	283
2020 Q3	$355K	Sell	6,523 -97	-1%	-$5.29K	0.04%	253
2020 Q2	$358K	Buy	6,620 +1,000	+18%	+$53.3K	0.04%	218
2020 Q1	$297K	Buy	5,620 +424	+8%	+$22.7K	0.04%	219
2019 Q4	$278K	Buy	5,196 +3,116	+150%	+$167K	0.04%	249
2019 Q3	$112K	Hold	2,080	–	–	0.02%	355
2019 Q2	$110K	Buy	+2,080	New	+$109K	0.02%	359

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

Wealthcare Advisory Partners's VTEB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.3% in Q2 2026, buying an estimated $164K and bringing the position to 78,356 shares worth $3.96M. The position accounts for 0.08% of the portfolio, ranked #215.

Wealthcare Advisory Partners first reported a position in VTEB in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.9M in Q4 2024. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wealthcare Advisory Partners held 78,356 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.96M as of Q2 2026.
Wealthcare Advisory Partners bought 3,256 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $164K.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #215 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 29 quarters since.
Wealthcare Advisory Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.9M in Q4 2024.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.