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Avantax Planning Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Avantax Planning Partners’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 		$4.86M Buy
96,001
+2,448
+3% +$123K 0.12% 99
2026
Q1 		$4.67M Sell
93,553
-54,890
-37% -$2.77M 0.13% 97
2025
Q4 		$7.47M Sell
148,443
-7,132
-5% -$359K 0.21% 73
2025
Q3 		$7.79M Sell
155,575
-12,284
-7% -$604K 0.22% 73
2025
Q2 		$8.23M Sell
167,859
-4,793
-3% -$234K 0.26% 66
2025
Q1 		$8.57M Sell
172,652
-6,277
-4% -$314K 0.3% 59
2024
Q4 		$8.97M Sell
178,929
-3,355
-2% -$170K 0.32% 49
2024
Q3 		$9.32M Sell
182,284
-13,240
-7% -$671K 0.33% 46
2024
Q2 		$9.8M Sell
195,524
-15,110
-7% -$756K 0.31% 57
2024
Q1 		$10.7M Buy
210,634
+150,647
+251% +$7.64M 0.35% 51
2023
Q4 		$3.06M Buy
59,987
+1,707
+3% +$83.7K 0.12% 87
2023
Q3 		$2.8M Hold
58,280
– – 0.12% 89
2023
Q2 		$2.93M Sell
58,280
-147
-0.3% -$7.39K 0.12% 87
2023
Q1 		$2.96M Sell
58,427
-2,797
-5% -$140K 0.12% 85
2022
Q4 		$3.03M Buy
61,224
+31,538
+106% +$1.54M 0.12% 83
2022
Q3 		$1.43M Buy
29,686
+9,544
+47% +$477K 0.06% 116
2022
Q2 		$1M Buy
20,142
+15,087
+298% +$756K 0.04% 156
2022
Q1 		$261K Hold
5,055
– – 0.01% 303
2021
Q4 		$278K Hold
5,055
– – 0.01% 288
2021
Q3 		$277K Hold
5,055
– – 0.01% 267
2021
Q2 		$280K Sell
5,055
-1,346
-21% -$74.2K 0.01% 263
2021
Q1 		$350K Buy
6,401
+1,346
+27% +$74K 0.02% 221
2020
Q4 		$279K Sell
5,055
-557
-10% -$30.4K 0.01% 237
2020
Q3 		$306K Hold
5,612
– – 0.02% 225
2020
Q2 		$304K Hold
5,612
– – 0.02% 213
2020
Q1 		$297K Sell
5,612
-279
-5% -$14.9K 0.02% 203
2019
Q4 		$315K Buy
+5,891
New +$315K 0.02% 227

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

Avantax Planning Partners's VTEB Position: Q2 2026 in Review

Avantax Planning Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.6% in Q2 2026, buying an estimated $123K and bringing the position to 96,001 shares worth $4.86M. The position accounts for 0.12% of the portfolio, ranked #99.

Avantax Planning Partners first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Avantax Planning Partners held 96,001 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.86M as of Q2 2026.
  • Avantax Planning Partners bought 2,448 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $123K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Avantax Planning Partners's portfolio in Q2 2026, its #99 holding.
  • Avantax Planning Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • Avantax Planning Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.7M in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.