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

EP 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 		$92.4M Buy
1,826,588
+526,744
+41% +$26.5M 0.35% 44
2026
Q1 		$64.8M Buy
1,299,844
+399,838
+44% +$20.2M 0.32% 52
2025
Q4 		$45.3M Buy
+900,006
New +$45.3M 0.24% 70
2025
Q2 		$38.7M Buy
790,174
+11,301
+1% +$552K 0.25% 71
2025
Q1 		$38.6M Sell
778,873
-27,501
-3% -$1.38M 0.31% 66
2024
Q4 		$40.4M Buy
806,374
+34,290
+4% +$1.73M 0.33% 65
2024
Q3 		$39.5M Buy
772,084
+46,464
+6% +$2.35M 0.34% 66
2024
Q2 		$36.4M Buy
725,620
+30,328
+4% +$1.52M 0.39% 63
2024
Q1 		$35.2M Buy
695,292
+1,832
+0.3% +$92.9K 0.41% 62
2023
Q4 		$35.4M Buy
693,460
+200,908
+41% +$9.85M 0.45% 60
2023
Q3 		$23.7M Buy
492,552
+470,010
+2,085% +$23.3M 0.37% 69
2023
Q2 		$22.5M Buy
22,542
+13,215
+142% +$664K 0.32% 67
2023
Q1 		$859K Sell
9,327
-428,473
-98% -$21.5M 0.01% 322
2022
Q4 		$21.7M Buy
437,800
+14,391
+3% +$704K 0.39% 63
2022
Q3 		$20.4M Buy
423,409
+103,907
+33% +$5.19M 0.46% 55
2022
Q2 		$15.9M Buy
319,502
+271,724
+569% +$13.6M 0.36% 62
2022
Q1 		$2.46M Buy
47,778
+22,426
+88% +$1.19M 0.05% 182
2021
Q4 		$1.39M Buy
25,352
+2,909
+13% +$159K 0.03% 221
2021
Q3 		$1.23M Buy
22,443
+1,967
+10% +$109K 0.03% 218
2021
Q2 		$1.13M Buy
20,476
+11,069
+118% +$610K 0.03% 237
2021
Q1 		$514K Buy
9,407
+2,070
+28% +$114K 0.02% 310
2020
Q4 		$405K Buy
7,337
+47
+0.6% +$2.57K 0.01% 300
2020
Q3 		$397K Buy
+7,290
New +$398K 0.02% 256
2020
Q2 		– Sell
-7,290
Closed -$388K – 274
2020
Q1 		$386K Buy
7,290
+1,606
+28% +$86K 0.02% 281
2019
Q4 		$304K Buy
5,684
+42
+0.7% +$2.25K 0.01% 329
2019
Q3 		$303K Buy
+5,642
New +$302K 0.02% 280

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

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

EP Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 41% in Q2 2026, buying an estimated $26.5M and bringing the position to 1,826,588 shares worth $92.4M. The position accounts for 0.35% of the portfolio, ranked #44.

EP Wealth Advisors first reported a position in VTEB in Q3 2019 and has held it in 26 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • EP Wealth Advisors held 1,826,588 shares of Vanguard Tax-Exempt Bond Index Fund worth $92.4M as of Q2 2026.
  • EP Wealth Advisors bought 526,744 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $26.5M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.35% of EP Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • EP Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 26 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.