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Beaumont Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beaumont Financial 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 		$1.64M Hold
32,519
– – 0.1% 119
2026
Q1 		$1.62M Sell
32,519
-3,735
-10% -$189K 0.11% 115
2025
Q4 		$1.82M Sell
36,254
-48
-0.1% -$2.42K 0.12% 105
2025
Q3 		$1.82M Sell
36,302
-3,947
-10% -$194K 0.12% 102
2025
Q2 		$1.97M Buy
40,249
+1,406
+4% +$68.7K 0.14% 91
2025
Q1 		$1.93M Sell
38,843
-3,034
-7% -$152K 0.15% 91
2024
Q4 		$2.1M Sell
41,877
-480
-1% -$24.3K 0.16% 88
2024
Q3 		$2.17M Buy
42,357
+80
+0.2% +$4.05K 0.17% 84
2024
Q2 		$2.12M Hold
42,277
– – 0.17% 88
2024
Q1 		$2.14M Sell
42,277
-29,712
-41% -$1.51M 0.18% 79
2023
Q4 		$3.68M Buy
71,989
+35,441
+97% +$1.74M 0.34% 56
2023
Q3 		$1.76M Sell
36,548
-1,610
-4% -$79.8K 0.18% 83
2023
Q2 		$1.92M Sell
38,158
-3,693
-9% -$186K 0.18% 87
2023
Q1 		$2.12M Sell
41,851
-14,294
-25% -$718K 0.21% 62
2022
Q4 		$2.78M Sell
56,145
-186,376
-77% -$9.11M 0.28% 50
2022
Q3 		$11.7M Buy
242,521
+12,440
+5% +$622K 1.12% 24
2022
Q2 		$11.5M Buy
230,081
+225,807
+5,283% +$11.3M 1.03% 28
2022
Q1 		$220K Buy
+4,274
New +$227K 0.02% 337

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

Beaumont Financial Advisors's VTEB Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 32,519 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #119.

Beaumont Financial Advisors first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.7M in Q3 2022. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Beaumont Financial Advisors held 32,519 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.64M as of Q2 2026.
  • Beaumont Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Beaumont Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • Beaumont Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.7M in Q3 2022.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.