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

Evolution 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	$1.6M	Buy	31,731 +1,458	+5%	+$73.3K	0.19%	60
2026 Q1	$1.51M	Sell	30,273 -2,544	-8%	-$128K	0.15%	58
2025 Q4	$1.65M	Hold	32,817	–	–	0.17%	51
2025 Q3	$1.64M	Sell	32,817 -38,374	-54%	-$1.89M	0.22%	53
2025 Q2	$3.49M	Buy	71,191 +30,399	+75%	+$1.49M	0.51%	38
2025 Q1	$2.02M	Hold	40,792	–	–	0.34%	48
2024 Q4	$2.04M	Hold	40,792	–	–	0.34%	46
2024 Q3	$2.09M	Buy	40,792 +1,871	+5%	+$94.8K	0.37%	46
2024 Q2	$1.95M	Buy	38,921 +89	+0.2%	+$4.45K	0.38%	46
2024 Q1	$1.96M	Hold	38,832	–	–	0.38%	45
2023 Q4	$1.98M	Hold	38,832	–	–	0.4%	45
2023 Q3	$1.87M	Hold	38,832	–	–	0.42%	43
2023 Q2	$1.95M	Hold	38,832	–	–	0.43%	40
2023 Q1	$1.97M	Hold	38,832	–	–	0.47%	39
2022 Q4	$1.92M	Buy	38,832 +458	+1%	+$22.4K	0.48%	39
2022 Q3	$1.85M	Buy	+38,374	New	+$1.92M	0.51%	34

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

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

Evolution Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.8% in Q2 2026, buying an estimated $73.3K and bringing the position to 31,731 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #60.

Evolution Wealth Advisors first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.49M in Q2 2025. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Evolution Wealth Advisors held 31,731 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.6M as of Q2 2026.
Evolution Wealth Advisors bought 1,458 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $73.3K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Evolution Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Evolution Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
Evolution Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.49M in Q2 2025.
1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.