Wheelhouse Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wheelhouse Advisory Group’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	$2.45M	Buy	48,395 +665	+1%	+$33.4K	0.69%	17
2026 Q1	$2.38M	Buy	47,730 +10,235	+27%	+$517K	0.79%	15
2025 Q4	$1.89M	Buy	37,495 +408	+1%	+$20.5K	0.72%	18
2025 Q3	$1.86M	Sell	37,087 -936	-2%	-$46K	0.8%	15
2025 Q2	$1.86M	Sell	38,023 -2,058	-5%	-$101K	0.92%	14
2025 Q1	$1.99M	Buy	40,081 +3,480	+10%	+$174K	1.14%	14
2024 Q4	$1.83M	Sell	36,601 -3,337	-8%	-$169K	1.09%	14
2024 Q3	$2.04M	Buy	39,938 +644	+2%	+$32.6K	1.31%	13
2024 Q2	$1.97M	Buy	39,294 +6,628	+20%	+$332K	1.39%	12
2024 Q1	$1.65M	Sell	32,666 -110	-0.3%	-$5.58K	1.27%	12
2023 Q4	$1.67M	Buy	+32,776	New	+$1.61M	1.46%	12

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Wheelhouse Advisory Group's VTEB Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2026, buying an estimated $33.4K and bringing the position to 48,395 shares worth $2.45M. The position accounts for 0.69% of the portfolio, ranked #17.

Wheelhouse Advisory Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 998 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wheelhouse Advisory Group held 48,395 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.45M as of Q2 2026.
Wheelhouse Advisory Group bought 665 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $33.4K.
Vanguard Tax-Exempt Bond Index Fund made up 0.69% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #17 holding.
Wheelhouse Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
998 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.