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Atomi Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atomi Financial Group’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 		$17.9M Buy
354,852
+43,088
+14% +$2.17M 0.47% 46
2026
Q1 		$15.6M Sell
311,764
-55,359
-15% -$2.8M 0.48% 45
2025
Q4 		$18.5M Buy
367,123
+33,931
+10% +$1.71M 0.54% 37
2025
Q3 		$16.7M Buy
333,192
+46,505
+16% +$2.29M 0.54% 37
2025
Q2 		$14.1M Buy
286,687
+39,378
+16% +$1.92M 0.53% 38
2025
Q1 		$12.3M Buy
247,309
+43,173
+21% +$2.16M 0.56% 37
2024
Q4 		$10.2M Buy
204,136
+55,350
+37% +$2.8M 0.52% 39
2024
Q3 		$7.61M Buy
148,786
+29,540
+25% +$1.5M 0.48% 38
2024
Q2 		$5.98M Buy
119,246
+34,908
+41% +$1.75M 0.44% 44
2024
Q1 		$4.27M Buy
84,338
+25,532
+43% +$1.29M 0.39% 49
2023
Q4 		$3M Buy
+58,806
New +$2.88M 0.42% 50

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

Atomi Financial Group's VTEB Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, buying an estimated $2.17M and bringing the position to 354,852 shares worth $17.9M. The position accounts for 0.47% of the portfolio, ranked #46.

Atomi Financial Group first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.5M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Atomi Financial Group held 354,852 shares of Vanguard Tax-Exempt Bond Index Fund worth $17.9M as of Q2 2026.
  • Atomi Financial Group bought 43,088 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.17M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.47% of Atomi Financial Group's portfolio in Q2 2026, its #46 holding.
  • Atomi Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.5M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.