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180 Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

180 Wealth Advisors’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 		– Sell
-4,400
Closed -$220K – 512
2026
Q1 		$220K Hold
4,400
– – 0.03% 431
2025
Q4 		$221K Sell
4,400
-600
-12% -$30.2K 0.03% 425
2025
Q3 		$250K Sell
5,000
-50
-1% -$2.46K 0.03% 395
2025
Q2 		$248K Buy
5,050
+150
+3% +$7.33K 0.03% 368
2025
Q1 		$243K Sell
4,900
-420
-8% -$21K 0.04% 350
2024
Q4 		$267K Sell
5,320
-160
-3% -$8.09K 0.04% 338
2024
Q3 		$280K Sell
5,480
-150
-3% -$7.6K 0.04% 345
2024
Q2 		$284K Buy
5,630
+310
+6% +$15.5K 0.05% 334
2024
Q1 		$269K Sell
5,320
-200
-4% -$10.1K 0.05% 317
2023
Q4 		$281K Buy
5,520
+790
+17% +$38.7K 0.06% 293
2023
Q3 		$228K Buy
4,730
+11
+0.2% +$545 0.05% 306
2023
Q2 		$236K Sell
4,719
-46
-1% -$2.31K 0.05% 301
2023
Q1 		$241K Sell
4,765
-80
-2% -$4.02K 0.06% 302
2022
Q4 		$246K Sell
4,845
-415
-8% -$20.3K 0.06% 302
2022
Q3 		$253K Sell
5,260
-539
-9% -$26.9K 0.07% 276
2022
Q2 		$290K Sell
5,799
-236
-4% -$11.8K 0.07% 265
2022
Q1 		$304K Sell
6,035
-486
-7% -$25.9K 0.07% 276
2021
Q4 		$353K Sell
6,521
-120
-2% -$6.58K 0.08% 241
2021
Q3 		$363K Sell
6,641
-405
-6% -$22.4K 0.08% 242
2021
Q2 		$390K Sell
7,046
-841
-11% -$46.3K 0.09% 220
2021
Q1 		$434K Sell
7,887
-426
-5% -$23.4K 0.11% 188
2020
Q4 		$459K Sell
8,313
-392
-5% -$21.4K 0.13% 159
2020
Q3 		$471K Sell
8,705
-220
-2% -$12K 0.18% 119
2020
Q2 		$487K Buy
8,925
+1,588
+22% +$84.6K 0.19% 115
2020
Q1 		$379K Sell
7,337
-847
-10% -$45.4K 0.2% 129
2019
Q4 		$442K Buy
8,184
+1,963
+32% +$105K 0.18% 139
2019
Q3 		$334K Buy
6,221
+1,090
+21% +$58.4K 0.15% 174
2019
Q2 		$274K Sell
5,131
-1,596
-24% -$83.8K 0.12% 195
2019
Q1 		$352K Buy
+6,727
New +$346K 0.16% 160

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

180 Wealth Advisors's VTEB Position: Q2 2026 in Review

180 Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 4,400 shares — an estimated $220K sold.

180 Wealth Advisors first reported a position in VTEB in Q1 2019 and held it in 29 quarters. The position peaked at $487K in Q2 2020. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • 180 Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • 180 Wealth Advisors sold 4,400 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $220K.
  • 180 Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 29 quarters.
  • 180 Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $487K in Q2 2020.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.