Ethos Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ethos Financial Group’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	$855K	Hold	16,905	–	–	0.06%	256
2026 Q1	$841K	Sell	16,905 -2,312	-12%	-$117K	0.06%	231
2025 Q4	$966K	Sell	19,217 -3,902	-17%	-$196K	0.07%	197
2025 Q3	$1.16M	Sell	23,119 -53	-0.2%	-$2.6K	0.09%	168
2025 Q2	$1.14M	Sell	23,172 -3,075	-12%	-$150K	0.1%	162
2025 Q1	$1.3M	Sell	26,247 -5,614	-18%	-$281K	0.12%	141
2024 Q4	$1.6M	Buy	+31,861	New	+$1.61M	0.21%	82

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

Ethos Financial Group's VTEB Position: Q2 2026 in Review

Ethos Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 16,905 shares worth $855K. The position accounts for 0.06% of the portfolio, ranked #256.

Ethos Financial Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Ethos Financial Group held 16,905 shares of Vanguard Tax-Exempt Bond Index Fund worth $855K as of Q2 2026.
Ethos Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #256 holding.
Ethos Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Ethos Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.6M in Q4 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.