Empower Advisory Group
VTEB icon

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

Empower Advisory Group’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 		$13.3M Buy
267,565
+33,435
+14% +$1.69M 0.03% 148
2025
Q4 		$11.8M Sell
234,130
-99,162
-30% -$4.99M 0.03% 167
2025
Q3 		$16.7M Buy
333,292
+1,214
+0.4% +$59.7K 0.05% 143
2025
Q2 		$16.3M Sell
332,078
-11,809
-3% -$577K 0.05% 141
2025
Q1 		$17.1M Sell
343,887
-11,287
-3% -$565K 0.06% 139
2024
Q4 		$17.8M Buy
355,174
+41,058
+13% +$2.08M 0.06% 138
2024
Q3 		$16.1M Buy
314,116
+15,340
+5% +$777K 0.05% 136
2024
Q2 		$15M Buy
298,776
+17,976
+6% +$899K 0.06% 137
2024
Q1 		$14.2M Sell
280,800
-27,211
-9% -$1.38M 0.05% 140
2023
Q4 		$15.7M Buy
308,011
+2,043
+0.7% +$100K 0.06% 141
2023
Q3 		$14.7M Buy
305,968
+1,706
+0.6% +$84.5K 0.07% 134
2023
Q2 		$15.3M Buy
304,262
+5,547
+2% +$279K 0.07% 138
2023
Q1 		$15.1M Buy
+298,715
New +$15M 0.07% 134

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group's VTEB Position: Q1 2026 in Review

Empower Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q1 2026, buying an estimated $1.69M and bringing the position to 267,565 shares worth $13.3M. The position accounts for 0.03% of the portfolio, ranked #148.

Empower Advisory Group first reported a position in VTEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.8M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Empower Advisory Group held 267,565 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.3M as of Q1 2026.
  • Empower Advisory Group bought 33,435 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.69M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Empower Advisory Group's portfolio in Q1 2026, its #148 holding.
  • Empower Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $17.8M in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.