Alliance Wealth Advisors (Pennsylvania)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$1.26M	Hold	25,000	–	–	0.41%	38
2026 Q1	$1.25M	Hold	25,000	–	–	0.55%	30
2025 Q4	$1.26M	Hold	25,000	–	–	0.55%	33
2025 Q3	$1.25M	Hold	25,000	–	–	0.56%	32
2025 Q2	$1.23M	Sell	25,000 -3,000	-11%	-$147K	0.63%	27
2025 Q1	$1.39M	Hold	28,000	–	–	0.79%	23
2024 Q4	$1.4M	Hold	28,000	–	–	0.78%	23
2024 Q3	$1.43M	Hold	28,000	–	–	0.82%	26
2024 Q2	$1.4M	Hold	28,000	–	–	0.88%	22
2024 Q1	$1.42M	Buy	28,000 +9,500	+51%	+$482K	0.89%	24
2023 Q4	$944K	Hold	18,500	–	–	0.62%	32
2023 Q3	$890K	Hold	18,500	–	–	0.64%	33
2023 Q2	$929K	Hold	18,500	–	–	0.66%	32
2023 Q1	$937K	Hold	18,500	–	–	0.7%	30
2022 Q4	$916K	Buy	+18,500	New	+$904K	0.76%	31

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

Alliance Wealth Advisors (Pennsylvania)'s VTEB Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 25,000 shares worth $1.26M. The position accounts for 0.41% of the portfolio, ranked #38.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 25,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.26M as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.41% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #38 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $1.43M in Q3 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.