WealthGarden F.S.’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WealthGarden F.S.’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	$599K	Sell	11,845 -2,186	-16%	-$110K	0.34%	85
2026 Q1	$700K	Sell	14,031 -64	-0.5%	-$3.23K	0.48%	70
2025 Q4	$712K	Sell	14,095 -204	-1%	-$10.3K	0.47%	69
2025 Q3	$723K	Sell	14,299 -1,168	-8%	-$57.4K	0.52%	64
2025 Q2	$753K	Sell	15,467 -2,018	-12%	-$98.6K	0.62%	50
2025 Q1	$868K	Sell	17,485 -287	-2%	-$14.4K	0.83%	39
2024 Q4	$891K	Sell	17,772 -37	-0.2%	-$1.87K	0.83%	38
2024 Q3	$910K	Sell	17,809 -1,004	-5%	-$50.9K	0.89%	36
2024 Q2	$943K	Buy	+18,813	New	+$941K	0.99%	29

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

WealthGarden F.S.'s VTEB Position: Q2 2026 in Review

WealthGarden F.S. reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, selling an estimated $110K and leaving 11,845 shares worth $599K. The position accounts for 0.34% of the portfolio, ranked #85.

WealthGarden F.S. first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $943K in Q2 2024. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

WealthGarden F.S. held 11,845 shares of Vanguard Tax-Exempt Bond Index Fund worth $599K as of Q2 2026.
WealthGarden F.S. sold 2,186 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $110K.
Vanguard Tax-Exempt Bond Index Fund made up 0.34% of WealthGarden F.S.'s portfolio in Q2 2026, its #85 holding.
WealthGarden F.S. first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s Vanguard Tax-Exempt Bond Index Fund position peaked at $943K in Q2 2024.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.