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 Q2	$316K	Hold	6,255	–	–	0.13%	54
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 $1.81T 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

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

Bright Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 6,255 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #54.

Bright Financial Advisors first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $534K in Q2 2024. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Bright Financial Advisors held 6,255 shares of Vanguard Tax-Exempt Bond Index Fund worth $316K as of Q2 2026.
Bright Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Bright Financial Advisors's portfolio in Q2 2026, its #54 holding.
Bright Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
Bright Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $534K in Q2 2024.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.