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Astoria Portfolio Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Astoria Portfolio 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 		$592K Buy
11,711
+1,884
+19% +$94.7K 0.1% 156
2026
Q1 		$496K Sell
9,827
-1,944
-17% -$98.2K 0.11% 143
2025
Q4 		$600K Sell
11,771
-4,686
-28% -$236K 0.14% 113
2025
Q3 		$824K Buy
16,457
+2,139
+15% +$105K 0.22% 82
2025
Q2 		$694K Sell
14,318
-3,444
-19% -$168K 0.2% 99
2025
Q1 		$863K Buy
17,762
+2,360
+15% +$118K 0.29% 81
2024
Q4 		$763K Buy
15,402
+3,075
+25% +$155K 0.27% 71
2024
Q3 		$625K Sell
12,327
-1,043
-8% -$52.9K 0.21% 83
2024
Q2 		$670K Sell
13,370
-119
-0.9% -$5.95K 0.24% 69
2024
Q1 		$674K Sell
13,489
-647
-5% -$32.8K 0.26% 66
2023
Q4 		$715K Buy
14,136
+1,061
+8% +$52K 0.29% 64
2023
Q3 		$621K Sell
13,075
-15
-0.1% -$743 0.3% 66
2023
Q2 		$658K Sell
13,090
-1,696
-11% -$85.2K 0.25% 75
2023
Q1 		$750K Buy
14,786
+4,924
+50% +$247K 0.32% 56
2022
Q4 		$501K Sell
9,862
-22,880
-70% -$1.12M 0.23% 76
2022
Q3 		$1.58M Buy
+32,742
New +$1.64M 1.07% 20

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

Astoria Portfolio Advisors's VTEB Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, buying an estimated $94.7K and bringing the position to 11,711 shares worth $592K. The position accounts for 0.1% of the portfolio, ranked #156.

Astoria Portfolio Advisors first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q3 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Astoria Portfolio Advisors held 11,711 shares of Vanguard Tax-Exempt Bond Index Fund worth $592K as of Q2 2026.
  • Astoria Portfolio Advisors bought 1,884 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $94.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #156 holding.
  • Astoria Portfolio Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
  • Astoria Portfolio Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.58M in Q3 2022.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.