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Websterrogers Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Websterrogers Financial Advisors’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 		$8.47M Sell
167,385
-21,656
-11% -$1.09M 2.17% 17
2026
Q1 		$9.43M Buy
189,041
+14,875
+9% +$751K 2.7% 14
2025
Q4 		$8.76M Buy
174,166
+21,408
+14% +$1.08M 2.54% 15
2025
Q3 		$7.65M Buy
152,758
+3,612
+2% +$178K 2.29% 17
2025
Q2 		$7.31M Sell
149,146
-6,514
-4% -$318K 2.32% 17
2025
Q1 		$7.72M Buy
155,660
+17,063
+12% +$854K 2.64% 16
2024
Q4 		$6.95M Buy
138,597
+18,341
+15% +$927K 2.41% 14
2024
Q3 		$6.15M Sell
120,256
-1,368
-1% -$69.3K 2.15% 19
2024
Q2 		$6.09M Buy
121,624
+684
+0.6% +$34.2K 2.17% 19
2024
Q1 		$6.12M Buy
120,940
+18,365
+18% +$931K 2.18% 16
2023
Q4 		$5.24M Buy
102,575
+11,382
+12% +$558K 2.18% 19
2023
Q3 		$4.39M Sell
91,193
-4,894
-5% -$242K 1.93% 19
2023
Q2 		$4.83M Buy
96,087
+969
+1% +$48.7K 2.1% 18
2023
Q1 		$4.82M Buy
95,118
+14,440
+18% +$725K 2.22% 18
2022
Q4 		$3.99M Buy
80,678
+2,908
+4% +$142K 1.93% 17
2022
Q3 		$3.74M Buy
77,770
+5,903
+8% +$295K 1.97% 10
2022
Q2 		$3.59M Buy
71,867
+15,564
+28% +$780K 1.75% 12
2022
Q1 		$2.9M Sell
56,303
-68,469
-55% -$3.64M 1.48% 15
2021
Q4 		$6.85M Buy
124,772
+7,864
+7% +$431K 1.55% 12
2021
Q3 		$6.4M Buy
116,908
+2,306
+2% +$128K 1.48% 13
2021
Q2 		$6.37M Sell
114,602
-1,420
-1% -$78.2K 1.52% 13
2021
Q1 		$6.34M Buy
116,022
+1,536
+1% +$84.4K 1.71% 10
2020
Q4 		$6.32M Buy
+114,486
New +$6.25M 1.84% 9

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Websterrogers Financial Advisors's VTEB Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $1.09M and leaving 167,385 shares worth $8.47M. The position accounts for 2.17% of the portfolio, ranked #17.

Websterrogers Financial Advisors first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.43M in Q1 2026. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Websterrogers Financial Advisors held 167,385 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.47M as of Q2 2026.
  • Websterrogers Financial Advisors sold 21,656 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.09M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.17% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.43M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.