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Farther Finance Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Farther Finance 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 		$17.1M Buy
338,279
+47,775
+16% +$2.4M 0.13% 137
2026
Q1 		$14.5M Buy
290,504
+85,961
+42% +$4.34M 0.14% 129
2025
Q4 		$10.3M Buy
204,543
+58,878
+40% +$2.96M 0.11% 162
2025
Q3 		$7.29M Buy
145,665
+59,269
+69% +$2.91M 0.11% 159
2025
Q2 		$4.24M Sell
86,396
-27,572
-24% -$1.35M 0.08% 217
2025
Q1 		$5.66M Sell
113,968
-999
-0.9% -$50K 0.14% 137
2024
Q4 		$5.76M Buy
114,967
+42,274
+58% +$2.14M 0.21% 100
2024
Q3 		$3.72M Buy
72,693
+7,099
+11% +$360K 0.14% 127
2024
Q2 		$3.28M Sell
65,594
-1,354
-2% -$67.7K 0.16% 109
2024
Q1 		$3.37M Buy
66,948
+6,066
+10% +$307K 0.21% 93
2023
Q4 		$3.11M Buy
60,882
+22,803
+60% +$1.12M 0.22% 87
2023
Q3 		$1.83M Buy
38,079
+13,151
+53% +$651K 0.29% 72
2023
Q2 		$1.25M Buy
24,928
+6,681
+37% +$336K 0.27% 74
2023
Q1 		$924K Buy
18,247
+14,430
+378% +$724K 0.27% 73
2022
Q4 		$189K Buy
+3,817
New +$187K 0.07% 231

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

Farther Finance Advisors's VTEB Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, buying an estimated $2.4M and bringing the position to 338,279 shares worth $17.1M. The position accounts for 0.13% of the portfolio, ranked #137.

Farther Finance Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Farther Finance Advisors held 338,279 shares of Vanguard Tax-Exempt Bond Index Fund worth $17.1M as of Q2 2026.
  • Farther Finance Advisors bought 47,775 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.4M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Farther Finance Advisors's portfolio in Q2 2026, its #137 holding.
  • Farther Finance Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.