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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evergreen Advisors's VTEB Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 20,050 shares worth $1M. The stake represents 0.23% of the portfolio and ranks #11 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in VTEB as recently as Q3 2022.

Evergreen Advisors first reported a position in VTEB in Q4 2020 and has held it in 8 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Evergreen Advisors held 20,050 shares of Vanguard Tax-Exempt Bond Index Fund worth $1M as of Q1 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Evergreen Advisors position in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Evergreen Advisors's portfolio in Q1 2026, its #11 holding.
Evergreen Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 8 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.