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Atria Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atria Investments’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 		$2.5M Sell
50,152
-25,777
-34% -$1.3M 0.03% 611
2025
Q4 		$3.82M Buy
75,929
+761
+1% +$38.3K 0.04% 467
2025
Q3 		$3.76M Sell
75,168
-9,338
-11% -$459K 0.04% 485
2025
Q2 		$4.14M Sell
84,506
-32,808
-28% -$1.6M 0.05% 435
2025
Q1 		$5.82M Sell
117,314
-74,334
-39% -$3.72M 0.07% 324
2024
Q4 		$9.61M Sell
191,648
-47,991
-20% -$2.43M 0.12% 193
2024
Q3 		$12.3M Sell
239,639
-104,936
-30% -$5.32M 0.15% 149
2024
Q2 		$17.3M Buy
344,575
+171,655
+99% +$8.59M 0.22% 85
2024
Q1 		$8.75M Buy
172,920
+15,775
+10% +$800K 0.12% 192
2023
Q4 		$8.02M Buy
157,145
+3,486
+2% +$171K 0.12% 199
2023
Q3 		$7.39M Buy
153,659
+3,460
+2% +$171K 0.13% 188
2023
Q2 		$7.54M Sell
150,199
-11,065
-7% -$556K 0.14% 173
2023
Q1 		$8.17M Buy
161,264
+18,821
+13% +$945K 0.15% 159
2022
Q4 		$7.05M Buy
142,443
+11,605
+9% +$567K 0.14% 179
2022
Q3 		$6.3M Sell
130,838
-10,715
-8% -$536K 0.14% 180
2022
Q2 		$7.07M Buy
141,553
+27,043
+24% +$1.36M 0.15% 170
2022
Q1 		$5.9M Buy
114,510
+9,979
+10% +$531K 0.1% 231
2021
Q4 		$5.74M Buy
104,531
+14,635
+16% +$802K 0.1% 248
2021
Q3 		$4.92M Buy
89,896
+6,493
+8% +$359K 0.09% 253
2021
Q2 		$4.61M Sell
83,403
-1,852
-2% -$102K 0.09% 254
2021
Q1 		$4.66M Buy
85,255
+11,501
+16% +$632K 0.1% 225
2020
Q4 		$4.07M Buy
73,754
+8,874
+14% +$484K 0.1% 234
2020
Q3 		$3.53M Buy
64,880
+8,853
+16% +$483K 0.11% 213
2020
Q2 		$3.03M Buy
+56,027
New +$2.99M 0.1% 234
2020
Q1 		– Sell
-57,738
Closed -$3.09M – 1183
2019
Q4 		$3.09M Buy
57,738
+459
+0.8% +$24.6K 0.08% 211
2019
Q3 		$3.07M Sell
57,279
-1,514
-3% -$81.1K 0.11% 163
2019
Q2 		$3.18M Buy
58,793
+10,155
+21% +$533K 0.12% 159
2019
Q1 		$2.54M Buy
48,638
+7,855
+19% +$404K 0.11% 182
2018
Q4 		$2.08M Sell
40,783
-29,379
-42% -$1.48M 0.09% 176
2018
Q3 		$3.54M Buy
70,162
+25,655
+58% +$1.31M 0.14% 126
2018
Q2 		$2.27M Buy
44,507
+21,154
+91% +$1.07M 0.1% 208
2018
Q1 		$1.19M Buy
23,353
+2,186
+10% +$111K 0.06% 316
2017
Q4 		$1.09M Buy
21,167
+3,806
+22% +$197K 0.05% 317
2017
Q3 		$897K Buy
+17,361
New +$897K 0.05% 334
2016
Q2 		– Sell
-24,326
Closed -$1.25M – 504
2016
Q1 		$1.25M Buy
24,326
+4,536
+23% +$233K 0.14% 112
2015
Q4 		$1.02M Buy
19,790
+4,700
+31% +$237K 0.11% 136
2015
Q3 		$758K Buy
+15,090
New +$754K 0.1% 142

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's VTEB Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 34% in Q1 2026, selling an estimated $1.3M and leaving 50,152 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #611.

Atria Investments first reported a position in VTEB in Q3 2015 and has held it in 37 quarters since. The position peaked at $17.3M in Q2 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Atria Investments held 50,152 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.5M as of Q1 2026.
  • Atria Investments sold 25,777 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.3M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Atria Investments's portfolio in Q1 2026, its #611 holding.
  • Atria Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2015 and has held it in 37 quarters since.
  • Atria Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $17.3M in Q2 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.