Advyzon Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Advyzon Investment Management’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	$3.12M	Buy	61,717 +6,575	+12%	+$330K	0.23%	102
2026 Q1	$2.75M	Sell	55,142 -8,378	-13%	-$423K	0.25%	97
2025 Q4	$3.19M	Buy	63,520 +1,950	+3%	+$98.1K	0.37%	62
2025 Q3	$3.08M	Buy	61,570 +2,114	+4%	+$104K	0.53%	42
2025 Q2	$2.92M	Sell	59,456 -6,001	-9%	-$293K	0.65%	33
2025 Q1	$3.25M	Sell	65,457 -12,546	-16%	-$628K	1.15%	15
2024 Q4	$3.91M	Buy	+78,003	New	+$3.94M	1.51%	11

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

Advyzon Investment Management's VTEB Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, buying an estimated $330K and bringing the position to 61,717 shares worth $3.12M. The position accounts for 0.23% of the portfolio, ranked #102.

Advyzon Investment Management first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.91M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Advyzon Investment Management held 61,717 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.12M as of Q2 2026.
Advyzon Investment Management bought 6,575 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $330K.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Advyzon Investment Management's portfolio in Q2 2026, its #102 holding.
Advyzon Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.91M in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.