WWM
VTEB icon

Wolff Wiese Magana’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wolff Wiese Magana’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 		$22.9K Sell
452
-255
-36% -$12.8K 0.01% 339
2026
Q1 		$35.3K Buy
707
+5
+0.7% +$252 0.02% 255
2025
Q4 		$35.3K Buy
702
+6
+0.9% +$302 0.02% 248
2025
Q3 		$34.8K Buy
696
+100
+17% +$4.92K 0.02% 249
2025
Q2 		$29.2K Buy
596
+216
+57% +$10.6K 0.02% 253
2025
Q1 		$18.9K Sell
380
-47
-11% -$2.35K 0.01% 303
2024
Q4 		$21.4K Buy
427
+6
+1% +$303 0.01% 290
2024
Q3 		$21.5K Buy
421
+85
+25% +$4.31K 0.01% 291
2024
Q2 		$16.8K Buy
336
+35
+12% +$1.75K 0.01% 254
2024
Q1 		$15.2K Buy
301
+35
+13% +$1.77K 0.01% 245
2023
Q4 		$13.6K Sell
266
-10,115
-97% -$496K 0.01% 245
2023
Q3 		$499K Buy
10,381
+549
+6% +$27.2K 0.41% 67
2023
Q2 		$494K Buy
9,832
+273
+3% +$13.7K 0.38% 64
2023
Q1 		$484K Buy
9,559
+410
+4% +$20.6K 0.39% 63
2022
Q4 		$453K Buy
9,149
+4,926
+117% +$241K 0.39% 60
2022
Q3 		$203K Buy
4,223
+524
+14% +$26.2K 0.16% 102
2022
Q2 		$185K Sell
3,699
-4,134
-53% -$207K 0.14% 118
2022
Q1 		$404K Sell
7,833
-541
-6% -$28.8K 0.27% 79
2021
Q4 		$460K Buy
8,374
+773
+10% +$42.4K 0.3% 80
2021
Q3 		$416K Buy
7,601
+377
+5% +$20.8K 0.29% 85
2021
Q2 		$399K Buy
7,224
+762
+12% +$42K 0.28% 84
2021
Q1 		$353K Buy
6,462
+1,452
+29% +$79.8K 0.28% 77
2020
Q4 		$276K Buy
+5,010
New +$273K 0.23% 92

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

Wolff Wiese Magana's VTEB Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 36% in Q2 2026, selling an estimated $12.8K and leaving 452 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #339.

Wolff Wiese Magana first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $499K in Q3 2023. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Wolff Wiese Magana held 452 shares of Vanguard Tax-Exempt Bond Index Fund worth $22.9K as of Q2 2026.
  • Wolff Wiese Magana sold 255 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $12.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #339 holding.
  • Wolff Wiese Magana first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Vanguard Tax-Exempt Bond Index Fund position peaked at $499K in Q3 2023.
  • 517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.