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 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 $1.56T 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

Elevate Wealth Advisory's VTEB Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.99% in Q1 2026, buying an estimated $8.89K and bringing the position to 18,026 shares worth $899K. The position accounts for 0.57% of the portfolio, ranked #31.

Elevate Wealth Advisory first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Elevate Wealth Advisory held 18,026 shares of Vanguard Tax-Exempt Bond Index Fund worth $899K as of Q1 2026.
Elevate Wealth Advisory bought 176 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $8.89K.
Vanguard Tax-Exempt Bond Index Fund made up 0.57% of Elevate Wealth Advisory's portfolio in Q1 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 8 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.