Continuum Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Continuum Advisory’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	$1.64M	Buy	32,872 +9,374	+40%	+$473K	0.16%	127
2025 Q4	$1.18M	Sell	23,498 -2,480	-10%	-$125K	0.12%	164
2025 Q3	$1.3M	Buy	25,978 +1,641	+7%	+$80.7K	0.14%	144
2025 Q2	$1.19M	Sell	24,337 -3,760	-13%	-$184K	0.14%	144
2025 Q1	$1.39M	Sell	28,097 -1,510	-5%	-$75.5K	0.18%	119
2024 Q4	$1.48M	Sell	29,607 -226	-0.8%	-$11.4K	0.19%	108
2024 Q3	$1.5M	Buy	29,833 +3,414	+13%	+$173K	0.19%	113
2024 Q2	$1.32M	Sell	26,419 -3,827	-13%	-$191K	0.19%	117
2024 Q1	$1.52M	Sell	30,246 -14,009	-32%	-$710K	0.23%	99
2023 Q4	$2.26M	Sell	44,255 -3,201	-7%	-$157K	0.32%	75
2023 Q3	$2.28M	Buy	47,456 +2,271	+5%	+$113K	0.37%	65
2023 Q2	$2.27M	Buy	45,185 +789	+2%	+$39.6K	0.36%	65
2023 Q1	$2.25M	Buy	44,396 +1,963	+5%	+$98.5K	0.38%	66
2022 Q4	$2.1M	Sell	42,433 -3,426	-7%	-$167K	0.38%	73
2022 Q3	$2.21M	Buy	45,859 +764	+2%	+$38.2K	0.39%	57
2022 Q2	$2.25M	Buy	45,095 +6,960	+18%	+$349K	0.41%	56
2022 Q1	$1.91M	Buy	38,135 +5,846	+18%	+$311K	0.36%	73
2021 Q4	$1.77M	Buy	32,289 +3,766	+13%	+$206K	0.4%	65
2021 Q3	$1.56M	Buy	28,523 +1,871	+7%	+$103K	0.42%	61
2021 Q2	$1.47M	Buy	26,652 +8,622	+48%	+$475K	0.46%	53
2021 Q1	$994K	Buy	18,030 +2,215	+14%	+$122K	0.41%	67
2020 Q4	$873K	Buy	15,815 +8,016	+103%	+$438K	0.4%	70
2020 Q3	$424K	Sell	7,799 -684	-8%	-$37.3K	0.23%	88
2020 Q2	$459K	Buy	+8,483	New	+$452K	0.29%	77

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

Continuum Advisory's VTEB Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q1 2026, buying an estimated $473K and bringing the position to 32,872 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #127.

Continuum Advisory first reported a position in VTEB in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.28M in Q3 2023. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Continuum Advisory held 32,872 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.64M as of Q1 2026.
Continuum Advisory bought 9,374 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $473K.
Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Continuum Advisory's portfolio in Q1 2026, its #127 holding.
Continuum Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 24 quarters since.
Continuum Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.28M in Q3 2023.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.