Ameritas Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ameritas Advisory Services’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	$2.17M	Sell	42,864 -2,594	-6%	-$130K	0.04%	345
2026 Q1	$2.27M	Buy	45,458 +7,726	+20%	+$390K	0.09%	208
2025 Q4	$1.9M	Buy	37,732 +15,588	+70%	+$784K	0.07%	234
2025 Q3	$1.11M	Buy	22,144 +8,456	+62%	+$416K	0.07%	234
2025 Q2	$671K	Sell	13,688 -15,615	-53%	-$763K	0.04%	435
2025 Q1	$1.47M	Buy	29,303 +4	+0%	+$200	0.06%	296
2024 Q4	$1.47M	Sell	29,299 -2,629	-8%	-$133K	0.05%	324
2024 Q3	$1.63M	Sell	31,928 -3,627	-10%	-$184K	0.07%	273
2024 Q2	$1.78M	Sell	35,555 -1,325	-4%	-$66.3K	0.07%	276
2024 Q1	$1.84M	Buy	36,880 +16,922	+85%	+$858K	0.08%	250
2023 Q4	$1.01M	Sell	19,958 -16,580	-45%	-$813K	0.06%	283
2023 Q3	$1.74M	Buy	36,538 +8,578	+31%	+$425K	0.09%	226
2023 Q2	$1.4M	Sell	27,960 -7,168	-20%	-$360K	0.18%	131
2023 Q1	$1.78M	Sell	35,128 -4,801	-12%	-$241K	0.09%	215
2022 Q4	$1.98M	Sell	39,929 -17,448	-30%	-$853K	0.09%	222
2022 Q3	$2.76M	Buy	57,377 +7,367	+15%	+$368K	0.17%	128
2022 Q2	$2.5M	Buy	50,010 +419	+0.8%	+$21K	0.14%	149
2022 Q1	$2.56M	Buy	49,591 +113	+0.2%	+$6.01K	0.09%	174
2021 Q4	$2.72M	Buy	+49,478	New	+$2.71M	0.1%	176

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

Ameritas Advisory Services's VTEB Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.7% in Q2 2026, selling an estimated $130K and leaving 42,864 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #345.

Ameritas Advisory Services first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q3 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Ameritas Advisory Services held 42,864 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.17M as of Q2 2026.
Ameritas Advisory Services sold 2,594 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $130K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #345 holding.
Ameritas Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.76M in Q3 2022.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.