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
Q2 		$5.05M Buy
99,806
+2,790
+3% +$140K 0.17% 112
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EverSource Wealth Advisors's VTEB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.9% in Q2 2026, buying an estimated $140K and bringing the position to 99,806 shares worth $5.05M. The position accounts for 0.17% of the portfolio, ranked #112.

EverSource Wealth Advisors first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.11M in Q4 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • EverSource Wealth Advisors held 99,806 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.05M as of Q2 2026.
  • EverSource Wealth Advisors bought 2,790 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $140K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.11M in Q4 2025.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.