EWA
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EverSource Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

EverSource Wealth 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 		$4.84M Sell
97,016
-4,672
-5% -$236K 0.15% 124
2025
Q4 		$5.11M Buy
101,688
+10,612
+12% +$534K 0.19% 99
2025
Q3 		$4.56M Buy
91,076
+6,703
+8% +$329K 0.18% 107
2025
Q2 		$4.14M Buy
84,373
+37,522
+80% +$1.83M 0.19% 106
2025
Q1 		$2.32M Buy
46,851
+10,200
+28% +$510K 0.13% 137
2024
Q4 		$1.84M Buy
36,651
+14,807
+68% +$749K 0.1% 159
2024
Q3 		$1.12M Sell
21,844
-501
-2% -$25.4K 0.07% 202
2024
Q2 		$1.13M Buy
22,345
+1,116
+5% +$55.8K 0.08% 201
2024
Q1 		$1.06M Buy
21,229
+3,318
+19% +$168K 0.08% 181
2023
Q4 		$914K Buy
17,911
+1,384
+8% +$67.9K 0.08% 172
2023
Q3 		$795K Sell
16,527
-2,346
-12% -$116K 0.08% 174
2023
Q2 		$948K Sell
18,873
-6,432
-25% -$323K 0.1% 162
2023
Q1 		$1.28M Buy
25,305
+23,314
+1,171% +$1.17M 0.16% 120
2022
Q4 		$98.6K Hold
1,991
– – 0.01% 513
2022
Q3 		$96K Buy
1,991
+181
+10% +$9.05K 0.02% 439
2022
Q2 		$90K Buy
1,810
+1,735
+2,313% +$87K 0.02% 408
2022
Q1 		$4K Hold
75
– – ﹤0.01% 1367
2021
Q4 		$4K Buy
+75
New +$4.11K ﹤0.01% 1368

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EverSource Wealth Advisors's VTEB Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.6% in Q1 2026, selling an estimated $236K and leaving 97,016 shares worth $4.84M. The position accounts for 0.15% of the portfolio, ranked #124.

EverSource Wealth Advisors first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.11M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • EverSource Wealth Advisors held 97,016 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.84M as of Q1 2026.
  • EverSource Wealth Advisors sold 4,672 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $236K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of EverSource Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.11M in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.