FVWA
VTEB icon

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

Foster Victor 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 		$16.4M Buy
325,726
+12,161
+4% +$611K 0.86% 49
2026
Q1 		$15.8M Buy
313,565
+10,794
+4% +$545K 0.9% 46
2025
Q4 		$15.3M Sell
302,771
-2,103
-0.7% -$106K 0.89% 49
2025
Q3 		$15.2M Sell
304,874
-318
-0.1% -$15.6K 0.95% 46
2025
Q2 		$14.9M Buy
305,192
+1,436
+0.5% +$70.1K 1.01% 41
2025
Q1 		$14.6M Buy
303,756
+24
+0% +$1.2K 1.18% 26
2024
Q4 		$15.2M Buy
303,732
+8,350
+3% +$422K 1.16% 24
2024
Q3 		$15M Sell
295,382
-317
-0.1% -$16.1K 1.2% 25
2024
Q2 		$14.9M Buy
295,699
+6,888
+2% +$345K 1.25% 26
2024
Q1 		$14.4M Buy
288,811
+29,103
+11% +$1.48M 1.31% 27
2023
Q4 		$13.2M Buy
259,708
+108
+0% +$5.3K 1.35% 26
2023
Q3 		$12.3M Buy
259,600
+5,979
+2% +$296K 1.44% 22
2023
Q2 		$12.7M Sell
253,621
-4,863
-2% -$244K 1.41% 26
2023
Q1 		$13.1M Sell
258,484
-4,850
-2% -$243K 1.59% 23
2022
Q4 		$13.2M Buy
263,334
+253,289
+2,522% +$12.4M 1.68% 14
2022
Q3 		$488K Sell
10,045
-86
-0.8% -$4.3K 0.07% 99
2022
Q2 		$509K Sell
10,131
-636
-6% -$31.9K 0.08% 96
2022
Q1 		$552K Buy
10,767
+1,083
+11% +$57.6K 0.08% 97
2021
Q4 		$527K Buy
9,684
+3,449
+55% +$189K 0.07% 102
2021
Q3 		$341K Buy
6,235
+304
+5% +$16.8K 0.05% 110
2021
Q2 		$328K Buy
5,931
+106
+2% +$5.84K 0.05% 112
2021
Q1 		$320K Buy
5,825
+357
+7% +$19.6K 0.06% 112
2020
Q4 		$302K Buy
5,468
+186
+4% +$10.2K 0.07% 116
2020
Q3 		$288K Sell
5,282
-193
-4% -$10.5K 0.08% 108
2020
Q2 		$296K Buy
5,475
+244
+5% +$13K 0.1% 99
2020
Q1 		$278K Sell
5,231
-130
-2% -$6.96K 0.12% 82
2019
Q4 		$289K Buy
5,361
+233
+5% +$12.5K 0.13% 89
2019
Q3 		$275K Buy
5,128
+204
+4% +$10.9K 0.15% 77
2019
Q2 		$261K Buy
4,924
+478
+11% +$25.1K 0.19% 77
2019
Q1 		$232K Buy
4,446
+190
+4% +$9.77K 0.18% 81
2018
Q4 		$217K Buy
+4,256
New +$214K 0.2% 73

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

Foster Victor Wealth Advisors's VTEB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.9% in Q2 2026, buying an estimated $611K and bringing the position to 325,726 shares worth $16.4M. The position accounts for 0.86% of the portfolio, ranked #49.

Foster Victor Wealth Advisors first reported a position in VTEB in Q4 2018 and has held it in 31 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Foster Victor Wealth Advisors held 325,726 shares of Vanguard Tax-Exempt Bond Index Fund worth $16.4M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 12,161 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $611K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.86% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Foster Victor Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 31 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.