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 Q3	–	Sell	-20,050	Closed	-$1.01M	–	34
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evergreen Advisors's VTEB Position: Q3 2026 in Review

Evergreen Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 20,050 shares — an estimated $1.01M sold.

Evergreen Advisors first reported a position in VTEB in Q4 2020 and held it in 9 quarters. The position peaked at $1.01M in Q2 2026. 904 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Evergreen Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
Evergreen Advisors sold 20,050 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.01M.
Evergreen Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 9 quarters.
Evergreen Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.01M in Q2 2026.
904 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Evergreen Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.