Accelerate Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Accelerate Investment 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	$282K	Buy	5,571 +531	+11%	+$26.7K	0.16%	108
2026 Q1	$251K	Buy	5,040 +412	+9%	+$20.8K	0.17%	102
2025 Q4	$233K	Buy	4,628 +300	+7%	+$15.1K	0.16%	102
2025 Q3	$217K	Buy	+4,328	New	+$213K	0.15%	112
2025 Q1	–	Sell	-7,468	Closed	-$374K	–	124
2024 Q4	$374K	Buy	7,468 +550	+8%	+$27.8K	0.33%	54
2024 Q3	$354K	Buy	+6,918	New	+$351K	0.35%	49

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Accelerate Investment Advisors's VTEB Position: Q2 2026 in Review

Accelerate Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $26.7K and bringing the position to 5,571 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #108.

Accelerate Investment Advisors first reported a position in VTEB in Q3 2024 and has held it in 6 quarters since. The position peaked at $374K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Accelerate Investment Advisors held 5,571 shares of Vanguard Tax-Exempt Bond Index Fund worth $282K as of Q2 2026.
Accelerate Investment Advisors bought 531 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $26.7K.
Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Accelerate Investment Advisors's portfolio in Q2 2026, its #108 holding.
Accelerate Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 6 quarters since.
Accelerate Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $374K in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.