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Beacon Investment Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beacon Investment 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
2026
Q2 		$110K Hold
2,169
– – ﹤0.01% 329
2026
Q1 		$108K Buy
+2,169
New +$110K ﹤0.01% 317

Other funds holding VTEB

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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

Beacon Investment Advisory Services's VTEB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 2,169 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Beacon Investment Advisory Services first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Beacon Investment Advisory Services held 2,169 shares of Vanguard Tax-Exempt Bond Index Fund worth $110K as of Q2 2026.
  • Beacon Investment Advisory Services left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #329 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.