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

Diversify Advisory Services’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	$5.2M	Buy	+104,634	New	+$5.26M	0.09%	216
2026 Q1	–	Sell	-23,774	Closed	-$1.2M	–	853
2025 Q4	$1.2M	Sell	23,774 -254	-1%	-$12.8K	0.04%	349
2025 Q3	$1.21M	Buy	24,028 +2,837	+13%	+$139K	0.04%	319
2025 Q2	$1.04M	Sell	21,191 -3,532	-14%	-$173K	0.04%	319
2025 Q1	$1.21M	Sell	24,723 -3,154	-11%	-$158K	0.08%	187
2024 Q4	$1.39M	Sell	27,877 -3,985	-13%	-$201K	0.08%	182
2024 Q3	$1.61M	Sell	31,862 -5,497	-15%	-$279K	0.09%	190
2024 Q2	$1.88M	Sell	37,359 -15,676	-30%	-$784K	0.1%	163
2024 Q1	$2.67M	Buy	+53,035	New	+$2.69M	0.16%	134

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

Diversify Advisory Services's VTEB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 104,634 shares worth $5.2M. The stake represents 0.09% of the portfolio and ranks #216 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VTEB as recently as Q4 2025.

Diversify Advisory Services first reported a position in VTEB in Q1 2024 and has held it in 9 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Diversify Advisory Services held 104,634 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.2M as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Diversify Advisory Services position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #216 holding.
Diversify Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 9 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.