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

Arkadios 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 Q1	$2.1M	Buy	41,998 +19,794	+89%	+$999K	0.03%	491
2025 Q4	$1.12M	Sell	22,204 -2,090	-9%	-$105K	0.02%	651
2025 Q3	$1.22M	Buy	24,294 +4,340	+22%	+$213K	0.03%	562
2025 Q2	$978K	Buy	19,954 +1,810	+10%	+$88.4K	0.03%	578
2025 Q1	$900K	Buy	+18,144	New	+$908K	0.03%	497
2021 Q3	–	Sell	-284	Closed	-$15K	–	2072
2021 Q2	$15K	Buy	284 +1	+0.4%	+$55	﹤0.01%	1410
2021 Q1	$15K	Buy	283 +1	+0.4%	+$55	﹤0.01%	1072
2020 Q4	$15K	Buy	+282	New	+$15.4K	﹤0.01%	850

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's VTEB Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 89% in Q1 2026, buying an estimated $999K and bringing the position to 41,998 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #491.

Arkadios Wealth Advisors first reported a position in VTEB in Q4 2020 and has held it in 8 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Arkadios Wealth Advisors held 41,998 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.1M as of Q1 2026.
Arkadios Wealth Advisors bought 19,794 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $999K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #491 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 8 quarters since.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.