Equita Financial Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Equita Financial Network’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	$4.75M	Buy	93,861 +2,774	+3%	+$139K	1.32%	17
2026 Q1	$4.54M	Buy	91,087 +16,615	+22%	+$839K	1.43%	17
2025 Q4	$3.75M	Buy	74,472 +12,285	+20%	+$618K	1.13%	18
2025 Q3	$3.11M	Sell	62,187 -745	-1%	-$36.6K	1.05%	19
2025 Q2	$3.09M	Sell	62,932 -27,389	-30%	-$1.34M	1.23%	16
2025 Q1	$4.48M	Sell	90,321 -12,433	-12%	-$622K	1.57%	17
2024 Q4	$5.15M	Buy	102,754 +4,947	+5%	+$250K	1.86%	18
2024 Q3	$5M	Buy	97,807 +11,974	+14%	+$607K	1.83%	18
2024 Q2	$4.3M	Buy	85,833 +21,365	+33%	+$1.07M	1.8%	19
2024 Q1	$3.26M	Buy	+64,468	New	+$3.27M	1.47%	20

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

Equita Financial Network's VTEB Position: Q2 2026 in Review

Equita Financial Network increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3% in Q2 2026, buying an estimated $139K and bringing the position to 93,861 shares worth $4.75M. The position accounts for 1.32% of the portfolio, ranked #17.

Equita Financial Network first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.15M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Equita Financial Network held 93,861 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.75M as of Q2 2026.
Equita Financial Network bought 2,774 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $139K.
Vanguard Tax-Exempt Bond Index Fund made up 1.32% of Equita Financial Network's portfolio in Q2 2026, its #17 holding.
Equita Financial Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
Equita Financial Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.15M in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.