AF
VTEB icon

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

Advisornet 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 		$868K Buy
17,153
+414
+2% +$20.8K 0.04% 305
2026
Q1 		$835K Buy
16,739
+3,006
+22% +$152K 0.04% 289
2025
Q4 		$691K Sell
13,733
-7,580
-36% -$381K 0.04% 327
2025
Q3 		$1.07M Buy
21,313
+8,000
+60% +$393K 0.06% 244
2025
Q2 		$653K Sell
13,313
-2,175
-14% -$106K 0.04% 320
2025
Q1 		$769K Sell
15,488
-31,400
-67% -$1.57M 0.06% 265
2024
Q4 		$2.35M Sell
46,888
-3,212
-6% -$162K 0.2% 110
2024
Q3 		$2.56M Buy
50,100
+31,356
+167% +$1.59M 0.19% 120
2024
Q2 		$939K Buy
18,744
+22
+0.1% +$1.1K 0.09% 212
2024
Q1 		$947K Hold
18,722
– – 0.09% 210
2023
Q4 		$956K Sell
18,722
-3,418
-15% -$168K 0.09% 224
2023
Q3 		$1.06M Sell
22,140
-434
-2% -$21.5K 0.1% 203
2023
Q2 		$1.13M Sell
22,574
-5,673
-20% -$285K 0.1% 201
2023
Q1 		$1.43M Buy
28,247
+1,037
+4% +$52.1K 0.13% 161
2022
Q4 		$1.35M Buy
27,210
+1,496
+6% +$73.1K 0.13% 166
2022
Q3 		$1.24M Sell
25,714
-723
-3% -$36.1K 0.12% 180
2022
Q2 		$1.32M Sell
26,437
-108,532
-80% -$5.44M 0.13% 176
2022
Q1 		$6.96M Buy
134,969
+4,551
+3% +$242K 0.43% 48
2021
Q4 		$7.16M Buy
130,418
+20,666
+19% +$1.13M 0.44% 52
2021
Q3 		$6.01M Buy
109,752
+3,079
+3% +$170K 0.42% 52
2021
Q2 		$5.9M Buy
106,673
+3,511
+3% +$193K 0.39% 60
2021
Q1 		$5.64M Sell
103,162
-14,250
-12% -$783K 0.4% 58
2020
Q4 		$6.48M Buy
117,412
+3,836
+3% +$209K 0.52% 38
2020
Q3 		$6.18M Buy
113,576
+284
+0.3% +$15.5K 0.53% 36
2020
Q2 		$6.13M Sell
113,292
-30,697
-21% -$1.64M 0.49% 44
2020
Q1 		$7.62M Buy
143,989
+8,405
+6% +$450K 0.7% 27
2019
Q4 		$7.26M Buy
135,584
+17,631
+15% +$944K 0.62% 30
2019
Q3 		$6.33M Buy
117,953
+3,003
+3% +$161K 0.58% 29
2019
Q2 		$6.1M Buy
114,950
+2,287
+2% +$120K 0.67% 25
2019
Q1 		$5.88M Sell
112,663
-462
-0.4% -$23.8K 0.72% 22
2018
Q4 		$5.78M Sell
113,125
-27,869
-20% -$1.4M 0.8% 21
2018
Q3 		$7.12M Sell
140,994
-5,458
-4% -$278K 0.9% 18
2018
Q2 		$7.47M Buy
146,452
+13,499
+10% +$685K 1.01% 15
2018
Q1 		$6.76M Buy
132,953
+25,930
+24% +$1.32M 0.93% 17
2017
Q4 		$5.53M Buy
+107,023
New +$5.53M 0.84% 20

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
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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Advisornet Financial's VTEB Position: Q2 2026 in Review

Advisornet Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.5% in Q2 2026, buying an estimated $20.8K and bringing the position to 17,153 shares worth $868K. The position accounts for 0.04% of the portfolio, ranked #305.

Advisornet Financial first reported a position in VTEB in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.62M in Q1 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Advisornet Financial held 17,153 shares of Vanguard Tax-Exempt Bond Index Fund worth $868K as of Q2 2026.
  • Advisornet Financial bought 414 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $20.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #305 holding.
  • Advisornet Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.62M in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.