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

West 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 		$56.2M Buy
1,110,601
+15,756
+1% +$792K 8.53% 5
2026
Q1 		$54.6M Buy
1,094,845
+20,806
+2% +$1.05M 9.27% 4
2025
Q4 		$54M Sell
1,074,039
-61,706
-5% -$3.1M 9.11% 4
2025
Q3 		$56.9M Sell
1,135,745
-1,957
-0.2% -$96.2K 9.4% 5
2025
Q2 		$55.8M Buy
1,137,702
+51,680
+5% +$2.52M 9.71% 5
2025
Q1 		$53.9M Buy
1,086,022
+83,560
+8% +$4.18M 10.24% 5
2024
Q4 		$50.3M Buy
1,002,462
+35,034
+4% +$1.77M 9.69% 5
2024
Q3 		$49.5M Buy
967,428
+38,699
+4% +$1.96M 9.54% 4
2024
Q2 		$46.5M Buy
928,729
+25,024
+3% +$1.25M 9.66% 4
2024
Q1 		$45.7M Buy
903,705
+19,833
+2% +$1.01M 9.81% 4
2023
Q4 		$45.1M Buy
883,872
+14,044
+2% +$689K 10.29% 3
2023
Q3 		$41.8M Buy
869,828
+89,372
+11% +$4.43M 10.5% 2
2023
Q2 		$39.2M Buy
780,456
+40,564
+5% +$2.04M 9.65% 3
2023
Q1 		$37.5M Buy
739,892
+30,789
+4% +$1.55M 9.81% 3
2022
Q4 		$35.1M Buy
+709,103
New +$34.7M 9.8% 3

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
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
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

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

West Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2026, buying an estimated $792K and bringing the position to 1,110,601 shares worth $56.2M. The position accounts for 8.53% of the portfolio, ranked #5.

West Financial Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.9M in Q3 2025. 402 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • West Financial Advisors held 1,110,601 shares of Vanguard Tax-Exempt Bond Index Fund worth $56.2M as of Q2 2026.
  • West Financial Advisors bought 15,756 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $792K.
  • Vanguard Tax-Exempt Bond Index Fund made up 8.53% of West Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • West Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • West Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $56.9M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.