Bell Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bell Investment 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	$302K	Sell	5,968 -116	-2%	-$5.83K	0.04%	110
2026 Q1	$304K	Buy	6,084 +81	+1%	+$4.09K	0.05%	101
2025 Q4	$302K	Buy	6,003 +67	+1%	+$3.37K	0.05%	99
2025 Q3	$297K	Buy	5,936 +2,289	+63%	+$113K	0.05%	102
2025 Q2	$179K	Sell	3,647 -627	-15%	-$30.6K	0.03%	121
2025 Q1	$212K	Sell	4,274 -3,110	-42%	-$156K	0.04%	109
2024 Q4	$370K	Sell	7,384 -967	-12%	-$48.9K	0.07%	75
2024 Q3	$427K	Buy	8,351 +418	+5%	+$21.2K	0.08%	73
2024 Q2	$398K	Sell	7,933 -785	-9%	-$39.3K	0.08%	74
2024 Q1	$441K	Buy	8,718 +413	+5%	+$20.9K	0.09%	72
2023 Q4	$424K	Buy	8,305 +978	+13%	+$48K	0.09%	68
2023 Q3	$352K	Buy	+7,327	New	+$363K	0.08%	73

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bell Investment Advisors's VTEB Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.9% in Q2 2026, selling an estimated $5.83K and leaving 5,968 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #110.

Bell Investment Advisors first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $441K in Q1 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Bell Investment Advisors held 5,968 shares of Vanguard Tax-Exempt Bond Index Fund worth $302K as of Q2 2026.
Bell Investment Advisors sold 116 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.83K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Bell Investment Advisors's portfolio in Q2 2026, its #110 holding.
Bell Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
Bell Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $441K in Q1 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.