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

Elevate Wealth 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 Q2	$923K	Buy	18,240 +214	+1%	+$10.8K	0.53%	31
2026 Q1	$899K	Buy	18,026 +176	+1%	+$8.89K	0.57%	31
2025 Q4	$898K	Hold	17,850	–	–	0.61%	30
2025 Q3	$894K	Buy	17,850 +1,022	+6%	+$50.2K	0.65%	29
2025 Q2	$825K	Hold	16,828	–	–	0.59%	34
2025 Q1	$835K	Buy	16,828 +1,027	+6%	+$51.4K	0.59%	33
2024 Q4	$792K	Buy	15,801 +297	+2%	+$15K	0.59%	34
2024 Q3	$793K	Buy	15,504 +10,253	+195%	+$520K	0.59%	33
2024 Q2	$263K	Buy	+5,251	New	+$263K	0.21%	53

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

Elevate Wealth Advisory's VTEB Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 18,240 shares worth $923K. The position accounts for 0.53% of the portfolio, ranked #31.

Elevate Wealth Advisory first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Elevate Wealth Advisory held 18,240 shares of Vanguard Tax-Exempt Bond Index Fund worth $923K as of Q2 2026.
Elevate Wealth Advisory bought 214 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.8K.
Vanguard Tax-Exempt Bond Index Fund made up 0.53% of Elevate Wealth Advisory's portfolio in Q2 2026, its #31 holding.
Elevate Wealth Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.