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

Bright 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 Q1	$312K	Hold	6,255	–	–	0.14%	48
2025 Q4	$315K	Hold	6,255	–	–	0.15%	47
2025 Q3	$313K	Hold	6,255	–	–	0.15%	49
2025 Q2	$307K	Hold	6,255	–	–	0.17%	45
2025 Q1	$310K	Sell	6,255 -3,472	-36%	-$174K	0.19%	44
2024 Q4	$488K	Sell	9,727 -200	-2%	-$10.1K	0.31%	33
2024 Q3	$507K	Sell	9,927 -727	-7%	-$36.8K	0.32%	31
2024 Q2	$534K	Buy	10,654 +14	+0.1%	+$701	0.38%	30
2024 Q1	$530K	Buy	+10,640	New	+$539K	0.4%	27

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bright Financial Advisors's VTEB Position: Q1 2026 in Review

Bright Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 6,255 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #48.

Bright Financial Advisors first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $534K in Q2 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Bright Financial Advisors held 6,255 shares of Vanguard Tax-Exempt Bond Index Fund worth $312K as of Q1 2026.
Bright Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Bright Financial Advisors's portfolio in Q1 2026, its #48 holding.
Bright Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $534K in Q2 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.