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

Forvis Mazars 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 		$9.93M Sell
199,112
-2,908
-1% -$147K 0.19% 62
2025
Q4 		$10.2M Sell
202,020
-14,826
-7% -$746K 0.19% 62
2025
Q3 		$10.9M Buy
216,846
+63,743
+42% +$3.13M 0.22% 55
2025
Q2 		$7.51M Sell
153,103
-6,378
-4% -$312K 0.16% 71
2025
Q1 		$7.91M Sell
159,481
-580
-0.4% -$29K 0.19% 66
2024
Q4 		$8.02M Sell
160,061
-15,803
-9% -$799K 0.18% 66
2024
Q3 		$8.99M Buy
175,864
+758
+0.4% +$38.4K 0.21% 65
2024
Q2 		$8.77M Sell
175,106
-2,794
-2% -$140K 0.22% 64
2024
Q1 		$9M Buy
177,900
+4,779
+3% +$242K 0.23% 63
2023
Q4 		$8.84M Sell
173,121
-57,788
-25% -$2.83M 0.25% 62
2023
Q3 		$11.1M Buy
230,909
+11,180
+5% +$554K 0.34% 49
2023
Q2 		$11M Sell
219,729
-22,719
-9% -$1.14M 0.32% 54
2023
Q1 		$12.3M Sell
242,448
-27,212
-10% -$1.37M 0.4% 46
2022
Q4 		$13.3M Buy
269,660
+58,782
+28% +$2.87M 0.47% 39
2022
Q3 		$10.2M Sell
210,878
-34,031
-14% -$1.7M 0.41% 42
2022
Q2 		$12.2M Buy
244,909
+69,397
+40% +$3.48M 0.49% 35
2022
Q1 		$9.05M Buy
175,512
+55,945
+47% +$2.98M 0.38% 31
2021
Q4 		$6.57M Sell
119,567
-270
-0.2% -$14.8K 0.28% 43
2021
Q3 		$6.56M Sell
119,837
-892
-0.7% -$49.3K 0.3% 40
2021
Q2 		$6.68M Sell
120,729
-9,189
-7% -$506K 0.31% 38
2021
Q1 		$7.1M Buy
129,918
+27,550
+27% +$1.51M 0.35% 35
2020
Q4 		$5.65M Buy
102,368
+989
+1% +$54K 0.28% 43
2020
Q3 		$5.52M Buy
101,379
+2,252
+2% +$123K 0.32% 41
2020
Q2 		$5.37M Sell
99,127
-146,662
-60% -$7.81M 0.35% 36
2020
Q1 		$13M Sell
245,789
-23,692
-9% -$1.27M 1.07% 15
2019
Q4 		$14.4M Buy
269,481
+35,943
+15% +$1.92M 1.04% 12
2019
Q3 		$12.5M Buy
233,538
+21,623
+10% +$1.16M 1% 13
2019
Q2 		$11.2M Buy
211,915
+30,926
+17% +$1.62M 0.91% 13
2019
Q1 		$9.44M Buy
180,989
+117,628
+186% +$6.05M 0.78% 16
2018
Q4 		$3.23M Buy
63,361
+29,418
+87% +$1.48M 0.33% 41
2018
Q3 		$1.71M Buy
33,943
+9,265
+38% +$471K 0.15% 79
2018
Q2 		$1.26M Sell
24,678
-1,189
-5% -$60.3K 0.12% 94
2018
Q1 		$1.31M Sell
25,867
-32
-0.1% -$1.63K 0.13% 87
2017
Q4 		$1.34M Buy
25,899
+12,862
+99% +$664K 0.13% 87
2017
Q3 		$673K Sell
13,037
-582
-4% -$30.1K 0.07% 115
2017
Q2 		$699K Buy
13,619
+88
+0.7% +$4.5K 0.08% 110
2017
Q1 		$685K Buy
13,531
+7,941
+142% +$400K 0.08% 104
2016
Q4 		$281K Buy
+5,590
New +$284K 0.04% 165

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

Forvis Mazars Wealth Advisors's VTEB Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q1 2026, selling an estimated $147K and leaving 199,112 shares worth $9.93M. The position accounts for 0.19% of the portfolio, ranked #62.

Forvis Mazars Wealth Advisors first reported a position in VTEB in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.4M in Q4 2019. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 199,112 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.93M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 2,908 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $147K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 38 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $14.4M in Q4 2019.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.