Financial Engines Advisors
VTEB icon

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

Financial Engines 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 		$43.5M Buy
859,684
+17,112
+2% +$860K 0.08% 56
2026
Q1 		$42M Sell
842,572
-1,827
-0.2% -$92.3K 0.09% 56
2025
Q4 		$42.5M Sell
844,399
-1,119
-0.1% -$56.3K 0.08% 57
2025
Q3 		$42.3M Buy
845,518
+54,957
+7% +$2.7M 0.08% 59
2025
Q2 		$38.8M Sell
790,561
-39,685
-5% -$1.94M 0.08% 58
2025
Q1 		$41.2M Buy
830,246
+32,252
+4% +$1.61M 0.09% 54
2024
Q4 		$40M Sell
797,994
-11,288
-1% -$571K 0.08% 54
2024
Q3 		$41.4M Buy
809,282
+101,947
+14% +$5.17M 0.09% 52
2024
Q2 		$35.4M Buy
707,335
+14,052
+2% +$703K 0.08% 54
2024
Q1 		$35.1M Sell
693,283
-42,765
-6% -$2.17M 0.08% 53
2023
Q4 		$37.6M Sell
736,048
-6,868
-0.9% -$337K 0.09% 50
2023
Q3 		$35.7M Sell
742,916
-87,036
-10% -$4.31M 0.09% 51
2023
Q2 		$41.7M Buy
829,952
+27,607
+3% +$1.39M 0.11% 51
2023
Q1 		$40.6M Buy
802,345
+13,705
+2% +$688K 0.11% 51
2022
Q4 		$39M Buy
788,640
+24,656
+3% +$1.21M 0.11% 59
2022
Q3 		$36.8M Buy
763,984
+145,708
+24% +$7.28M 0.12% 54
2022
Q2 		$30.9M Buy
+618,276
New +$31M 0.09% 57

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

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

Financial Engines Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q2 2026, buying an estimated $860K and bringing the position to 859,684 shares worth $43.5M. The position accounts for 0.08% of the portfolio, ranked #56.

Financial Engines Advisors first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Financial Engines Advisors held 859,684 shares of Vanguard Tax-Exempt Bond Index Fund worth $43.5M as of Q2 2026.
  • Financial Engines Advisors bought 17,112 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $860K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Financial Engines Advisors's portfolio in Q2 2026, its #56 holding.
  • Financial Engines Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.