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Core Wealth Advisors (Florida)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Core Wealth Advisors (Florida)’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 		$637K Hold
12,601
– – 0.13% 70
2026
Q1 		$629K Sell
12,601
-918
-7% -$46.4K 0.15% 56
2025
Q4 		$680K Hold
13,519
– – 0.18% 50
2025
Q3 		$677K Sell
13,519
-6,012
-31% -$295K 0.18% 46
2025
Q2 		$958K Sell
19,531
-8,042
-29% -$393K 0.28% 37
2025
Q1 		$1.37M Sell
27,573
-1,862
-6% -$93.2K 0.44% 26
2024
Q4 		$1.48M Sell
29,435
-2,618
-8% -$132K 0.49% 24
2024
Q3 		$1.64M Sell
32,053
-18,720
-37% -$949K 0.53% 23
2024
Q2 		$2.54M Buy
50,773
+7,934
+19% +$397K 0.87% 19
2024
Q1 		$2.17M Buy
42,839
+4,375
+11% +$222K 0.74% 22
2023
Q4 		$1.96M Buy
38,464
+4,211
+12% +$206K 0.72% 20
2023
Q3 		$1.65M Buy
34,253
+2,368
+7% +$117K 0.67% 19
2023
Q2 		$1.6M Sell
31,885
-2,258
-7% -$113K 0.64% 18
2023
Q1 		$1.73M Buy
34,143
+15,487
+83% +$777K 0.69% 20
2022
Q4 		$923K Buy
18,656
+1,518
+9% +$74.2K 0.4% 24
2022
Q3 		$825K Buy
17,138
+980
+6% +$49K 0.48% 22
2022
Q2 		$807K Buy
16,158
+15,169
+1,534% +$760K 0.5% 24
2022
Q1 		$51K Buy
+989
New +$52.6K 0.03% 78

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

Core Wealth Advisors (Florida)'s VTEB Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 12,601 shares worth $637K. The position accounts for 0.13% of the portfolio, ranked #70.

Core Wealth Advisors (Florida) first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.54M in Q2 2024. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Core Wealth Advisors (Florida) held 12,601 shares of Vanguard Tax-Exempt Bond Index Fund worth $637K as of Q2 2026.
  • Core Wealth Advisors (Florida) 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 Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #70 holding.
  • Core Wealth Advisors (Florida) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • Core Wealth Advisors (Florida)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $2.54M in Q2 2024.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.