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

Evernest Financial 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	$758K	Sell	14,985 -430	-3%	-$21.6K	0.16%	92
2026 Q1	$778K	Sell	15,415 -77	-0.5%	-$3.89K	0.16%	89
2025 Q4	$785K	Sell	15,492 -4,631	-23%	-$233K	0.16%	91
2025 Q3	$1.01M	Buy	20,123 +428	+2%	+$21K	0.28%	70
2025 Q2	$966K	Buy	19,695 +1,167	+6%	+$57K	0.31%	66
2025 Q1	$919K	Sell	18,528 -230	-1%	-$11.5K	0.33%	70
2024 Q4	$940K	Buy	18,758 +635	+4%	+$32.1K	0.24%	70
2024 Q3	$926K	Buy	18,123 +692	+4%	+$35.1K	0.25%	67
2024 Q2	$873K	Sell	17,431 -1,644	-9%	-$82.3K	0.39%	59
2024 Q1	$953K	Buy	19,075 +9,027	+90%	+$458K	0.45%	50
2023 Q4	$513K	Buy	+10,048	New	+$493K	0.26%	84
2021 Q4	$641K	Buy	+12,661	New	+$694K	0.33%	68

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

Evernest Financial Advisors's VTEB Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.8% in Q2 2026, selling an estimated $21.6K and leaving 14,985 shares worth $758K. The position accounts for 0.16% of the portfolio, ranked #92.

Evernest Financial Advisors first reported a position in VTEB in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Evernest Financial Advisors held 14,985 shares of Vanguard Tax-Exempt Bond Index Fund worth $758K as of Q2 2026.
Evernest Financial Advisors sold 430 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $21.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.16% of Evernest Financial Advisors's portfolio in Q2 2026, its #92 holding.
Evernest Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.01M in Q3 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.