Envestnet Portfolio Solutions
VTEB icon

Envestnet Portfolio Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Envestnet Portfolio Solutions’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 		$3.52M Buy
69,537
+35,280
+103% +$1.77M 0.02% 397
2026
Q1 		$1.71M Sell
34,257
-602,341
-95% -$30.4M 0.01% 492
2025
Q4 		$32M Buy
636,598
+18,709
+3% +$941K 0.11% 98
2025
Q3 		$30.9M Buy
617,889
+544,946
+747% +$26.8M 0.11% 96
2025
Q2 		$3.58M Sell
72,943
-10,727
-13% -$524K 0.01% 427
2025
Q1 		$4.15M Sell
83,670
-130,080
-61% -$6.51M 0.02% 409
2024
Q4 		$10.7M Sell
213,750
-96,717
-31% -$4.89M 0.04% 233
2024
Q3 		$15.9M Sell
310,467
-30,872
-9% -$1.56M 0.05% 180
2024
Q2 		$17.1M Buy
341,339
+43,298
+15% +$2.17M 0.06% 161
2024
Q1 		$15.1M Sell
298,041
-192,160
-39% -$9.74M 0.06% 176
2023
Q4 		$25M Buy
490,201
+236,485
+93% +$11.6M 0.1% 107
2023
Q3 		$12.2M Buy
+253,716
New +$12.6M 0.06% 163

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Portfolio Solutions's VTEB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 103% in Q2 2026, buying an estimated $1.77M and bringing the position to 69,537 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #397.

Envestnet Portfolio Solutions first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $32M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Envestnet Portfolio Solutions held 69,537 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.52M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 35,280 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.77M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #397 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $32M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.