AWM
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Avior Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Avior Wealth Management’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 		– Sell
-17,544
Closed -$875K – 892
2026
Q1 		$875K Buy
+17,544
New +$886K 0.02% 389
2025
Q1 		– Sell
-2,448
Closed -$123K – 2304
2024
Q4 		$123K Buy
+2,448
New +$124K ﹤0.01% 838
2024
Q3 		– Sell
-2,792
Closed -$140K – 2411
2024
Q2 		$140K Sell
2,792
-1,583
-36% -$79.2K 0.01% 769
2024
Q1 		$221K Buy
+4,375
New +$222K 0.01% 683
2023
Q2 		– Sell
-190
Closed -$9.63K – 1680
2023
Q1 		$9.63K Buy
+190
New +$9.54K ﹤0.01% 1058
2022
Q4 		– Sell
-178
Closed -$8K – 1336
2022
Q3 		$8K Sell
178
-169
-49% -$8.45K ﹤0.01% 884
2022
Q2 		$17K Hold
347
– – ﹤0.01% 698
2022
Q1 		$17K Buy
347
+1
+0.3% +$53 ﹤0.01% 747
2021
Q4 		$19K Buy
346
+176
+104% +$9.64K ﹤0.01% 721
2021
Q3 		$9K Hold
170
– – ﹤0.01% 784
2021
Q2 		$9K Hold
170
– – ﹤0.01% 768
2021
Q1 		$9K Buy
+170
New +$9.34K ﹤0.01% 780

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

Avior Wealth Management's VTEB Position: Q2 2026 in Review

Avior Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 17,544 shares — an estimated $875K sold.

Avior Wealth Management first reported a position in VTEB in Q1 2021 and held it in 12 quarters. The position peaked at $875K in Q1 2026. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Avior Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 17,544 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $875K.
  • Avior Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 12 quarters.
  • Avior Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $875K in Q1 2026.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.