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Beacon Pointe Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beacon Pointe Advisors’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 		$53.5M Buy
1,057,630
+68,128
+7% +$3.42M 0.25% 90
2026
Q1 		$49.4M Buy
989,502
+142,073
+17% +$7.17M 0.26% 86
2025
Q4 		$42.6M Buy
847,429
+67,480
+9% +$3.4M 0.3% 75
2025
Q3 		$39.1M Buy
779,949
+264,954
+51% +$13M 0.33% 63
2025
Q2 		$25.3M Buy
514,995
+37,148
+8% +$1.81M 0.26% 79
2025
Q1 		$23.7M Sell
477,847
-47,864
-9% -$2.39M 0.27% 88
2024
Q4 		$26.4M Buy
525,711
+7,947
+2% +$402K 0.29% 74
2024
Q3 		$26.5M Sell
517,764
-9,507
-2% -$482K 0.31% 76
2024
Q2 		$26.4M Buy
527,271
+54,594
+12% +$2.73M 0.31% 65
2024
Q1 		$23.9M Sell
472,677
-30,279
-6% -$1.53M 0.27% 85
2023
Q4 		$25.7M Sell
502,956
-64,750
-11% -$3.17M 0.31% 70
2023
Q3 		$27.3M Buy
567,706
+339,551
+149% +$16.8M 0.34% 64
2023
Q2 		$11.5M Buy
228,155
+13,304
+6% +$668K 0.19% 113
2023
Q1 		$10.9M Buy
214,851
+26,913
+14% +$1.35M 0.19% 119
2022
Q4 		$9.3M Buy
187,938
+72,451
+63% +$3.54M 0.18% 125
2022
Q3 		$5.56M Buy
115,487
+3,710
+3% +$185K 0.12% 161
2022
Q2 		$5.58M Buy
111,777
+37,383
+50% +$1.87M 0.12% 170
2022
Q1 		$3.83M Buy
74,394
+62,974
+551% +$3.35M 0.05% 305
2021
Q4 		$627K Sell
11,420
-229
-2% -$12.5K 0.02% 493
2021
Q3 		$638K Buy
+11,649
New +$644K 0.02% 489

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

Beacon Pointe Advisors's VTEB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.9% in Q2 2026, buying an estimated $3.42M and bringing the position to 1,057,630 shares worth $53.5M. The position accounts for 0.25% of the portfolio, ranked #90.

Beacon Pointe Advisors first reported a position in VTEB in Q3 2021 and has held it in 20 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Beacon Pointe Advisors held 1,057,630 shares of Vanguard Tax-Exempt Bond Index Fund worth $53.5M as of Q2 2026.
  • Beacon Pointe Advisors bought 68,128 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.42M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Beacon Pointe Advisors's portfolio in Q2 2026, its #90 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 20 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.