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

Atmos Advisory’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	$22.6M	Buy	447,264 +9,238	+2%	+$464K	11.82%	3
2026 Q1	$21.9M	Buy	438,026 +33,938	+8%	+$1.71M	12.41%	2
2025 Q4	$20.3M	Buy	404,088 +20,919	+5%	+$1.05M	11.78%	3
2025 Q3	$19.2M	Buy	383,169 +2,825	+0.7%	+$139K	11.69%	3
2025 Q2	$18.6M	Buy	380,344 +30,477	+9%	+$1.49M	11.89%	3
2025 Q1	$17.4M	Buy	349,867 +32,888	+10%	+$1.65M	11.65%	3
2024 Q4	$15.9M	Buy	316,979 +6,204	+2%	+$314K	11.03%	3
2024 Q3	$15.9M	Buy	310,775 +6,870	+2%	+$348K	11.29%	3
2024 Q2	$15.2M	Buy	303,905 +10,792	+4%	+$540K	11.91%	2
2024 Q1	$14.8M	Buy	293,113 +144,179	+97%	+$7.31M	11.88%	2
2023 Q4	$7.6M	Sell	148,934 -161,502	-52%	-$7.92M	6.1%	8
2023 Q3	$14.9M	Buy	310,436 +4,179	+1%	+$207K	12.76%	1
2023 Q2	$15.4M	Buy	306,257 +761	+0.2%	+$38.2K	12.98%	1
2023 Q1	$15.5M	Buy	305,496 +252,524	+477%	+$12.7M	13.36%	1
2022 Q4	$2.62M	Sell	52,972 -319,258	-86%	-$15.6M	2.34%	14
2022 Q3	$17.9M	Buy	372,230 +4,563	+1%	+$228K	17.01%	1
2022 Q2	$18.4M	Buy	367,667 +4,187	+1%	+$210K	16.66%	1
2022 Q1	$18.7M	Buy	363,480 +41,749	+13%	+$2.22M	15.54%	1
2021 Q4	$17.7M	Buy	+321,731	New	+$17.6M	14.77%	1

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

Atmos Advisory's VTEB Position: Q2 2026 in Review

Atmos Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.1% in Q2 2026, buying an estimated $464K and bringing the position to 447,264 shares worth $22.6M. The position accounts for 11.82% of the portfolio, ranked #3.

Atmos Advisory first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Atmos Advisory held 447,264 shares of Vanguard Tax-Exempt Bond Index Fund worth $22.6M as of Q2 2026.
Atmos Advisory bought 9,238 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $464K.
Vanguard Tax-Exempt Bond Index Fund made up 11.82% of Atmos Advisory's portfolio in Q2 2026, its #3 holding.
Atmos Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.