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Wetzel Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wetzel Investment 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 		$794K Buy
15,707
+188
+1% +$9.45K 0.28% 56
2026
Q1 		$774K Buy
15,519
+148
+1% +$7.47K 0.31% 51
2025
Q4 		$773K Sell
15,371
-70
-0.5% -$3.52K 0.31% 48
2025
Q3 		$773K Sell
15,441
-2,138
-12% -$105K 0.33% 47
2025
Q2 		$862K Sell
17,579
-1,684
-9% -$82.3K 0.39% 42
2025
Q1 		$956K Sell
19,263
-27
-0.1% -$1.35K 0.48% 37
2024
Q4 		$967K Sell
19,290
-384
-2% -$19.4K 0.48% 39
2024
Q3 		$1.01M Buy
19,674
+3,202
+19% +$162K 0.51% 39
2024
Q2 		$833K Hold
16,472
– – 0.48% 40
2024
Q1 		$823K Sell
16,472
-176
-1% -$8.92K 0.48% 39
2023
Q4 		$850K Buy
+16,648
New +$816K 0.52% 37

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
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

Wetzel Investment Advisors's VTEB Position: Q2 2026 in Review

Wetzel Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, buying an estimated $9.45K and bringing the position to 15,707 shares worth $794K. The position accounts for 0.28% of the portfolio, ranked #56.

Wetzel Investment Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2024. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Wetzel Investment Advisors held 15,707 shares of Vanguard Tax-Exempt Bond Index Fund worth $794K as of Q2 2026.
  • Wetzel Investment Advisors bought 188 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $9.45K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.28% of Wetzel Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Wetzel Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.01M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.