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

Concurrent 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 		$24M Buy
474,158
+192,903
+69% +$9.69M 0.2% 100
2026
Q1 		$14M Buy
281,255
+66,824
+31% +$3.37M 0.15% 143
2025
Q4 		$10.8M Buy
214,431
+96,462
+82% +$4.85M 0.12% 175
2025
Q3 		$5.91M Buy
117,969
+20,942
+22% +$1.03M 0.1% 210
2025
Q2 		$4.76M Buy
97,027
+19,240
+25% +$940K 0.09% 233
2025
Q1 		$3.86M Buy
77,787
+2,205
+3% +$110K 0.09% 230
2024
Q4 		$3.79M Sell
75,582
-6,329
-8% -$320K 0.1% 203
2024
Q3 		$4.19M Buy
81,911
+5,936
+8% +$301K 0.12% 174
2024
Q2 		$3.81M Sell
75,975
-14,072
-16% -$704K 0.13% 170
2024
Q1 		$4.56M Buy
90,047
+8,250
+10% +$418K 0.18% 126
2023
Q4 		$4.18M Buy
+81,797
New +$4.01M 0.2% 120

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

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

Concurrent Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 69% in Q2 2026, buying an estimated $9.69M and bringing the position to 474,158 shares worth $24M. The position accounts for 0.2% of the portfolio, ranked #100.

Concurrent Investment Advisors first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Concurrent Investment Advisors held 474,158 shares of Vanguard Tax-Exempt Bond Index Fund worth $24M as of Q2 2026.
  • Concurrent Investment Advisors bought 192,903 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $9.69M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.2% of Concurrent Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.