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

Aletheian 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	$1.1M	Hold	21,809	–	–	0.47%	40
2026 Q1	$1.09M	Buy	+21,809	New	+$1.1M	0.53%	37
2025 Q3	$1.47M	Sell	29,448 -4,623	-14%	-$227K	0.69%	31
2025 Q2	$1.67M	Hold	34,071	–	–	0.82%	25
2025 Q1	$1.69M	Sell	34,071 -905	-3%	-$45.3K	0.95%	25
2024 Q4	$1.75M	Sell	34,976 -1,919	-5%	-$97K	1.04%	23
2024 Q3	$1.89M	Sell	36,895 -855	-2%	-$43.3K	1.1%	21
2024 Q2	$1.89M	Sell	37,750 -2,985	-7%	-$149K	1%	26
2024 Q1	$2.06M	Sell	40,735 -660	-2%	-$33.5K	1.12%	25
2023 Q4	$2.11M	Buy	41,395 +12,295	+42%	+$603K	1.4%	17
2023 Q3	$1.4M	Buy	29,100 +3,243	+13%	+$161K	1.07%	25
2023 Q2	$1.3M	Sell	25,857 -591	-2%	-$29.7K	0.89%	29
2023 Q1	$1.34M	Sell	26,448 -10,340	-28%	-$519K	1.18%	20
2022 Q4	$1.82M	Sell	36,788 -61	-0.2%	-$2.98K	1.57%	15
2022 Q3	$1.77M	Sell	36,849 -5,581	-13%	-$279K	2.01%	16
2022 Q2	$2.12M	Buy	42,430 +32,639	+333%	+$1.64M	2.15%	13
2022 Q1	$505K	Buy	+9,791	New	+$521K	0.48%	38

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

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

Aletheian Wealth Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 21,809 shares worth $1.1M. The position accounts for 0.47% of the portfolio, ranked #40.

Aletheian Wealth Advisors first reported a position in VTEB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.12M in Q2 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Aletheian Wealth Advisors held 21,809 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.1M as of Q2 2026.
Aletheian Wealth Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.47% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
Aletheian Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.12M in Q2 2022.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.