Shared Vision Wealth Group LLC VTEB holdings history
VANGUARD TAX-EXEMPT BOND ETF · CUSIP 922907746 · CIK 2008178
As of 2026-06-30, Shared Vision Wealth Group LLC reported 66.94K VTEB (shares), valued at $3.39M, or 1.16% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 5.58%; reported value increased 7.04%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.16% | 66,942 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 1.29% | 63,402 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 1.30% | 63,535 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.40% | 65,413 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.60% | 65,770 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 1.73% | 63,811 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.68% | 63,510 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.69% | 61,736 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.88% | 64,578 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 1.99% | 62,934 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 2.15% | 63,061 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 2.15% | 63,061 | $3.22M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.99% | 62,934 | $3.18M | Shares decreased 0.20%; reported value decreased 1.08%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 1.88% | 64,578 | $3.24M | Shares increased 2.61%; reported value increased 1.62%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 1.69% | 61,736 | $3.16M | Shares decreased 4.40%; reported value decreased 2.47%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.68% | 63,510 | $3.18M | Shares increased 2.87%; reported value increased 0.88%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 1.73% | 63,811 | $3.17M | Shares increased 0.47%; reported value decreased 0.55%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.60% | 65,770 | $3.20M | Shares increased 3.07%; reported value increased 1.12%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 1.40% | 65,413 | $3.31M | Shares decreased 0.54%; reported value increased 3.36%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.30% | 63,535 | $3.21M | Shares decreased 2.87%; reported value decreased 2.97%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 1.29% | 63,402 | $3.16M | Shares decreased 0.21%; reported value decreased 1.49%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 1.16% | 66,942 | $3.39M | Shares increased 5.58%; reported value increased 7.04%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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