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Atlas Legacy Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atlas Legacy 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 		$498K Sell
9,847
-16
-0.2% -$804 0.07% 143
2026
Q1 		$492K Sell
9,863
-272
-3% -$13.7K 0.09% 132
2025
Q4 		$510K Buy
10,135
+1,205
+13% +$60.6K 0.09% 136
2025
Q3 		$447K Sell
8,930
-189
-2% -$9.29K 0.09% 134
2025
Q2 		$447K Buy
9,119
+1,490
+20% +$72.8K 0.1% 125
2025
Q1 		$378K Sell
7,629
-1,787
-19% -$89.4K 0.1% 125
2024
Q4 		$472K Buy
+9,416
New +$476K 0.11% 110

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

Atlas Legacy Advisors's VTEB Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.16% in Q2 2026, selling an estimated $804 and leaving 9,847 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #143.

Atlas Legacy Advisors first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $510K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Atlas Legacy Advisors held 9,847 shares of Vanguard Tax-Exempt Bond Index Fund worth $498K as of Q2 2026.
  • Atlas Legacy Advisors sold 16 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $804.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Atlas Legacy Advisors's portfolio in Q2 2026, its #143 holding.
  • Atlas Legacy Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $510K in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.