ZF
VTEB icon

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

Zhang Financial’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 		$6.41M Buy
126,633
+88,260
+230% +$4.44M 0.19% 72
2026
Q1 		$1.91M Buy
38,373
+5,856
+18% +$296K 0.07% 135
2025
Q4 		$1.64M Buy
32,517
+20,679
+175% +$1.04M 0.06% 142
2025
Q3 		$593K Sell
11,838
-2,003
-14% -$98.4K 0.02% 200
2025
Q2 		$679K Buy
13,841
+224
+2% +$10.9K 0.03% 184
2025
Q1 		$676K Buy
13,617
+60
+0.4% +$3K 0.04% 188
2024
Q4 		$680K Buy
13,557
+119
+0.9% +$6.02K 0.04% 181
2024
Q3 		$687K Buy
13,438
+28
+0.2% +$1.42K 0.04% 176
2024
Q2 		$672K Buy
13,410
+3,610
+37% +$181K 0.05% 167
2024
Q1 		$496K Buy
+9,800
New +$497K 0.04% 191
2023
Q1 		– Sell
-5,599
Closed -$277K – 235
2022
Q4 		$277K Buy
5,599
+632
+13% +$30.9K 0.04% 193
2022
Q3 		$239K Sell
4,967
-43,296
-90% -$2.16M 0.04% 191
2022
Q2 		$2.41M Sell
48,263
-2,129
-4% -$107K 0.39% 44
2022
Q1 		$2.6M Buy
50,392
+5,336
+12% +$284K 0.44% 39
2021
Q4 		$2.47M Hold
45,056
– – 0.44% 39
2021
Q3 		$2.47M Sell
45,056
-356
-0.8% -$19.7K 0.57% 31
2021
Q2 		$2.51M Buy
45,412
+418
+0.9% +$23K 0.62% 28
2021
Q1 		$2.46M Buy
+44,994
New +$2.47M 0.66% 26

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Zhang Financial's VTEB Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 230% in Q2 2026, buying an estimated $4.44M and bringing the position to 126,633 shares worth $6.41M. The position accounts for 0.19% of the portfolio, ranked #72.

Zhang Financial first reported a position in VTEB in Q1 2021 and has held it in 18 quarters since. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Zhang Financial held 126,633 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.41M as of Q2 2026.
  • Zhang Financial bought 88,260 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.44M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Zhang Financial's portfolio in Q2 2026, its #72 holding.
  • Zhang Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 18 quarters since.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.