AAS
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Avantax Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Avantax Advisory Services’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 		$5.01M Sell
102,130
-66,907
-40% -$3.27M 0.03% 450
2025
Q1 		$8.39M Sell
169,037
-15,479
-8% -$774K 0.05% 286
2024
Q4 		$9.25M Buy
184,516
+28,642
+18% +$1.45M 0.06% 248
2024
Q3 		$7.97M Buy
155,874
+61,557
+65% +$3.12M 0.05% 281
2024
Q2 		$4.73M Buy
94,317
+11,706
+14% +$586K 0.03% 389
2024
Q1 		$4.18M Buy
82,611
+7,289
+10% +$369K 0.04% 350
2023
Q4 		$3.85M Buy
75,322
+36,888
+96% +$1.81M 0.04% 328
2023
Q3 		$1.85M Buy
38,434
+24,296
+172% +$1.2M 0.02% 482
2023
Q2 		$710K Sell
14,138
-2,768
-16% -$139K 0.01% 805
2023
Q1 		$856K Sell
16,906
-8
-0% -$402 0.01% 710
2022
Q4 		$837K Sell
16,914
-11,597
-41% -$567K 0.01% 689
2022
Q3 		$1.37M Sell
28,511
-11,782
-29% -$589K 0.02% 468
2022
Q2 		$2.01M Buy
40,293
+6,416
+19% +$322K 0.03% 378
2022
Q1 		$1.75M Buy
33,877
+6,259
+23% +$333K 0.02% 409
2021
Q4 		$1.52M Sell
27,618
-1,915
-6% -$105K 0.02% 414
2021
Q3 		$1.62M Buy
29,533
+2,737
+10% +$151K 0.03% 381
2021
Q2 		$1.48M Buy
26,796
+2,197
+9% +$121K 0.03% 394
2021
Q1 		$1.34M Buy
24,599
+6,986
+40% +$384K 0.03% 380
2020
Q4 		$972K Sell
17,613
-8,850
-33% -$483K 0.02% 393
2020
Q3 		$1.44M Buy
+26,463
New +$1.44M 0.02% 426

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Avantax Advisory Services's VTEB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q2 2025, selling an estimated $3.27M and leaving 102,130 shares worth $5.01M. The position accounts for 0.03% of the portfolio, ranked #450.

Avantax Advisory Services first reported a position in VTEB in Q3 2020 and has held it in 20 quarters since. The position peaked at $9.25M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Avantax Advisory Services held 102,130 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.01M as of Q2 2025.
  • Avantax Advisory Services sold 66,907 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $3.27M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #450 holding.
  • Avantax Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.25M in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.