Wolff Financial Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wolff Financial 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	$1.02M	Buy	20,147 +97	+0.5%	+$4.87K	0.2%	47
2026 Q1	$1M	Buy	20,050 +66	+0.3%	+$3.33K	0.22%	40
2025 Q4	$1.01M	Buy	19,984 +128	+0.6%	+$6.44K	0.23%	41
2025 Q3	$994K	Buy	19,856 +94	+0.5%	+$4.62K	0.23%	43
2025 Q2	$969K	Buy	19,762 +93	+0.5%	+$4.54K	0.25%	40
2025 Q1	$976K	Buy	19,669 +40	+0.2%	+$2K	0.27%	41
2024 Q4	$984K	Sell	19,629 -297	-1%	-$15K	0.27%	39
2024 Q3	$1.02M	Buy	+19,926	New	+$1.01M	0.28%	41
2024 Q2	–	Sell	-19,751	Closed	-$999K	–	92
2024 Q1	$999K	Buy	19,751 +57	+0.3%	+$2.89K	0.29%	43
2023 Q4	$1M	Buy	19,694 +112	+0.6%	+$5.49K	0.31%	43
2023 Q3	$942K	Buy	+19,582	New	+$970K	0.32%	43
2023 Q2	–	Sell	-21,560	Closed	-$1.09M	–	96
2023 Q1	$1.09M	Sell	21,560 -1,758	-8%	-$88.2K	0.38%	40
2022 Q4	$1.15M	Buy	23,318 +123	+0.5%	+$6.01K	0.43%	39
2022 Q3	$1.12M	Sell	23,195 -6,815	-23%	-$341K	0.51%	37
2022 Q2	$1.5M	Buy	30,010 +384	+1%	+$19.2K	0.67%	30
2022 Q1	$1.53M	Buy	29,626 +59	+0.2%	+$3.14K	0.61%	35
2021 Q4	$1.62M	Buy	+29,567	New	+$1.62M	0.61%	36
2021 Q1	$1.48M	Buy	27,102 +515	+2%	+$28.3K	0.68%	28
2020 Q4	$1.47M	Buy	26,587 +113	+0.4%	+$6.17K	0.77%	25
2020 Q3	$1.44M	Buy	26,474 +89	+0.3%	+$4.86K	0.86%	24
2020 Q2	$1.43M	Buy	26,385 +2,599	+11%	+$138K	0.91%	23
2020 Q1	$1.26M	Buy	23,786 +2,044	+9%	+$109K	0.95%	24
2019 Q4	$1.16M	Buy	21,742 +98	+0.5%	+$5.25K	0.77%	28
2019 Q3	$1.16M	Buy	21,644 +1,916	+10%	+$103K	0.85%	23
2019 Q2	$1.05M	Buy	19,728 +12,440	+171%	+$653K	0.81%	25
2019 Q1	$380K	Buy	7,288 +29	+0.4%	+$1.49K	0.32%	62
2018 Q4	$371K	Buy	+7,259	New	+$366K	0.36%	53

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Wolff Financial Management's VTEB Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.48% in Q2 2026, buying an estimated $4.87K and bringing the position to 20,147 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #47.

Wolff Financial Management first reported a position in VTEB in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.62M in Q4 2021. 362 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wolff Financial Management held 20,147 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.02M as of Q2 2026.
Wolff Financial Management bought 97 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.87K.
Vanguard Tax-Exempt Bond Index Fund made up 0.2% of Wolff Financial Management's portfolio in Q2 2026, its #47 holding.
Wolff Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.62M in Q4 2021.
362 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.