Weatherly Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Weatherly Asset Management’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	–	Sell	-4,650	Closed	-$232K	–	193
2026 Q1	$232K	Hold	4,650	–	–	0.02%	179
2025 Q4	$234K	Hold	4,650	–	–	0.02%	175
2025 Q3	$233K	Hold	4,650	–	–	0.02%	171
2025 Q2	$228K	Hold	4,650	–	–	0.02%	172
2025 Q1	$231K	Hold	4,650	–	–	0.02%	169
2024 Q4	$233K	Hold	4,650	–	–	0.02%	164
2024 Q3	$238K	Hold	4,650	–	–	0.02%	165
2024 Q2	$233K	Hold	4,650	–	–	0.02%	155
2024 Q1	$235K	Hold	4,650	–	–	0.02%	162
2023 Q4	$237K	Sell	4,650 -3,600	-44%	-$177K	0.03%	162
2023 Q3	$397K	Buy	+8,250	New	+$409K	0.05%	135

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

Weatherly Asset Management's VTEB Position: Q2 2026 in Review

Weatherly Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 4,650 shares — an estimated $232K sold.

Weatherly Asset Management first reported a position in VTEB in Q3 2023 and held it in 11 quarters. The position peaked at $397K in Q3 2023. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Weatherly Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Weatherly Asset Management sold 4,650 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $232K.
Weatherly Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and held it in 11 quarters.
Weatherly Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $397K in Q3 2023.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.