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

Acorn 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	$746K	Buy	14,745 +2,809	+24%	+$141K	0.18%	117
2026 Q1	$595K	Sell	11,936 -54	-0.5%	-$2.73K	0.17%	120
2025 Q4	$603K	Sell	11,990 -432	-3%	-$21.7K	0.18%	119
2025 Q3	$622K	Buy	12,422 +2,341	+23%	+$115K	0.19%	110
2025 Q2	$494K	Buy	10,081 +2,529	+33%	+$124K	0.18%	121
2025 Q1	$375K	Buy	7,552 +1,940	+35%	+$97.1K	0.16%	133
2024 Q4	$281K	Sell	5,612 -1,800	-24%	-$91K	0.12%	180
2024 Q3	$379K	Buy	+7,412	New	+$376K	0.16%	129

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

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

Acorn Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 24% in Q2 2026, buying an estimated $141K and bringing the position to 14,745 shares worth $746K. The position accounts for 0.18% of the portfolio, ranked #117.

Acorn Wealth Advisors first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Acorn Wealth Advisors held 14,745 shares of Vanguard Tax-Exempt Bond Index Fund worth $746K as of Q2 2026.
Acorn Wealth Advisors bought 2,809 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $141K.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Acorn Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Acorn Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.