AWS
VTEB icon

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

Atria Wealth Solutions’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
2025
Q2 		$4.12M Sell
84,034
-48,844
-37% -$2.39M 0.09% 248
2025
Q1 		$6.59M Sell
132,878
-140,621
-51% -$7.04M 0.08% 264
2024
Q4 		$13.7M Sell
273,499
-55,969
-17% -$2.83M 0.15% 147
2024
Q3 		$16.8M Sell
329,468
-10,705
-3% -$543K 0.18% 118
2024
Q2 		$17M Buy
340,173
+54,533
+19% +$2.73M 0.19% 111
2024
Q1 		$14.5M Buy
285,640
+18,629
+7% +$944K 0.16% 137
2023
Q4 		$13.6M Buy
267,011
+19,179
+8% +$940K 0.17% 126
2023
Q3 		$11.9M Sell
247,832
-6,201
-2% -$307K 0.17% 131
2023
Q2 		$12.8M Sell
254,033
-40,385
-14% -$2.03M 0.17% 126
2023
Q1 		$14.9M Buy
294,418
+62,198
+27% +$3.12M 0.22% 98
2022
Q4 		$11.5M Buy
232,220
+3,056
+1% +$149K 0.18% 127
2022
Q3 		$11M Buy
229,164
+2,837
+1% +$142K 0.19% 114
2022
Q2 		$11.3M Sell
226,327
-7,852
-3% -$394K 0.21% 107
2022
Q1 		$12.1M Buy
+234,179
New +$12.5M 0.2% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Atria Wealth Solutions's VTEB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 37% in Q2 2025, selling an estimated $2.39M and leaving 84,034 shares worth $4.12M. The position accounts for 0.09% of the portfolio, ranked #248.

Atria Wealth Solutions first reported a position in VTEB in Q1 2022 and has held it in 14 quarters since. The position peaked at $17M in Q2 2024. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Atria Wealth Solutions held 84,034 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.12M as of Q2 2025.
  • Atria Wealth Solutions sold 48,844 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $2.39M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #248 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $17M in Q2 2024.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.