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

Evergreen 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	$1.01M	Hold	20,050	–	–	0.22%	12
2026 Q1	$1M	Buy	+20,050	New	+$1.01M	0.23%	11
2022 Q4	–	Sell	-9,391	Closed	-$452K	–	17
2022 Q3	$452K	Hold	9,391	–	–	0.19%	10
2022 Q2	$469K	Hold	9,391	–	–	0.19%	10
2022 Q1	$484K	Buy	+9,391	New	+$500K	0.17%	10
2021 Q4	–	Sell	-4,699	Closed	-$257K	–	15
2021 Q3	$257K	Hold	4,699	–	–	0.09%	14
2021 Q2	$257K	Hold	4,699	–	–	0.11%	12
2021 Q1	$257K	Hold	4,699	–	–	0.1%	13
2020 Q4	$259K	Buy	+4,699	New	+$257K	0.11%	12

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

Evergreen Advisors's VTEB Position: Q2 2026 in Review

Evergreen Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 20,050 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #12.

Evergreen Advisors first reported a position in VTEB in Q4 2020 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Evergreen Advisors held 20,050 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.01M as of Q2 2026.
Evergreen Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Evergreen Advisors's portfolio in Q2 2026, its #12 holding.
Evergreen Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 9 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.