Encompass Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Encompass Wealth Advisors’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	$1.26M	Hold	24,820	–	–	0.38%	39
2026 Q1	$1.24M	Buy	24,820 +1,000	+4%	+$50.5K	0.43%	36
2025 Q4	$1.2M	Buy	23,820 +1,800	+8%	+$90.6K	0.41%	38
2025 Q3	$1.1M	Buy	22,020 +1,000	+5%	+$49.1K	0.38%	40
2025 Q2	$1.03M	Buy	21,020 +4,000	+24%	+$195K	0.38%	41
2025 Q1	$845K	Hold	17,020	–	–	0.34%	43
2024 Q4	$853K	Hold	17,020	–	–	0.34%	43
2024 Q3	$870K	Sell	17,020 -800	-4%	-$40.5K	0.22%	96
2024 Q2	$893K	Hold	17,820	–	–	0.24%	87
2024 Q1	$902K	Buy	17,820 +1,600	+10%	+$81.1K	0.24%	88
2023 Q4	$828K	Hold	16,220	–	–	0.25%	82
2023 Q3	$780K	Sell	16,220 -800	-5%	-$39.6K	0.26%	79
2023 Q2	$855K	Hold	17,020	–	–	0.28%	71
2023 Q1	$862K	Hold	17,020	–	–	0.29%	67
2022 Q4	$842K	Buy	17,020 +7,920	+87%	+$387K	0.31%	62
2022 Q3	$438K	Buy	9,100 +1,200	+15%	+$60K	0.17%	115
2022 Q2	$394K	Buy	+7,900	New	+$396K	0.14%	126

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

Encompass Wealth Advisors's VTEB Position: Q2 2026 in Review

Encompass Wealth Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 24,820 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #39.

Encompass Wealth Advisors first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Encompass Wealth Advisors held 24,820 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.26M as of Q2 2026.
Encompass Wealth Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.38% of Encompass Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Encompass Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.