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

American Financial 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 		$305K Buy
6,023
+16
+0.3% +$804 0.04% 137
2026
Q1 		$300K Buy
6,007
+10
+0.2% +$505 0.04% 127
2025
Q4 		$302K Sell
5,997
-262
-4% -$13.2K 0.04% 121
2025
Q3 		$313K Sell
6,259
-515
-8% -$25.3K 0.04% 123
2025
Q2 		$332K Buy
6,774
+22
+0.3% +$1.07K 0.05% 113
2025
Q1 		$335K Buy
6,752
+14
+0.2% +$700 0.05% 102
2024
Q4 		$338K Sell
6,738
-273
-4% -$13.8K 0.05% 105
2024
Q3 		$358K Sell
7,011
-465
-6% -$23.6K 0.05% 100
2024
Q2 		$375K Sell
7,476
-129
-2% -$6.46K 0.05% 96
2024
Q1 		$385K Buy
7,605
+149
+2% +$7.55K 0.05% 97
2023
Q4 		$381K Sell
7,456
-65
-0.9% -$3.19K 0.06% 92
2023
Q3 		$362K Buy
7,521
+1,411
+23% +$69.9K 0.06% 95
2023
Q2 		$307K Buy
6,110
+655
+12% +$32.9K 0.05% 100
2023
Q1 		$276K Buy
+5,455
New +$274K 0.05% 102

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Financial Advisors's VTEB Position: Q2 2026 in Review

American Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.27% in Q2 2026, buying an estimated $804 and bringing the position to 6,023 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #137.

American Financial Advisors first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $385K in Q1 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • American Financial Advisors held 6,023 shares of Vanguard Tax-Exempt Bond Index Fund worth $305K as of Q2 2026.
  • American Financial Advisors bought 16 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $804.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • American Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
  • American Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $385K in Q1 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.