EFS
VTEB icon

Essex Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Essex Financial Services’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 		$384K Sell
7,600
-98
-1% -$4.92K 0.02% 572
2026
Q1 		$384K Sell
7,698
-674
-8% -$34K 0.02% 537
2025
Q4 		$421K Buy
8,372
+452
+6% +$22.7K 0.02% 489
2025
Q3 		$397K Sell
7,920
-175
-2% -$8.6K 0.02% 495
2025
Q2 		$397K Sell
8,095
-2,765
-25% -$135K 0.03% 461
2025
Q1 		$539K Sell
10,860
-600
-5% -$30K 0.04% 364
2024
Q4 		$574K Hold
11,460
– – 0.04% 348
2024
Q3 		$578K Hold
11,460
– – 0.04% 349
2024
Q2 		$579K Buy
11,460
+4,995
+77% +$250K 0.04% 345
2024
Q1 		$327K Buy
6,465
+890
+16% +$45.1K 0.03% 400
2023
Q4 		$285K Buy
+5,575
New +$273K 0.03% 402
2022
Q1 		– Sell
-5,689
Closed -$312K – 528
2021
Q4 		$312K Buy
5,689
+458
+9% +$25.1K 0.03% 362
2021
Q3 		$287K Hold
5,231
– – 0.03% 358
2021
Q2 		$286K Hold
5,231
– – 0.04% 337
2021
Q1 		$286K Hold
5,231
– – 0.05% 275
2020
Q4 		$289K Buy
+5,231
New +$286K 0.06% 248
2018
Q2 		– Sell
-4,815
Closed -$245K – 353
2018
Q1 		$245K Buy
+4,815
New +$245K 0.05% 299
2017
Q3 		– Sell
-4,815
Closed -$247K – 351
2017
Q2 		$247K Buy
+4,815
New +$246K 0.05% 298

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Essex Financial Services's VTEB Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q2 2026, selling an estimated $4.92K and leaving 7,600 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #572.

Essex Financial Services first reported a position in VTEB in Q2 2017 and has held it in 18 quarters since. The position peaked at $579K in Q2 2024. 1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Essex Financial Services held 7,600 shares of Vanguard Tax-Exempt Bond Index Fund worth $384K as of Q2 2026.
  • Essex Financial Services sold 98 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.92K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #572 holding.
  • Essex Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2017 and has held it in 18 quarters since.
  • Essex Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $579K in Q2 2024.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.