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Foundations Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Foundations Investment 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 		$849K Sell
16,777
-2,382
-12% -$120K 0.01% 622
2026
Q1 		$956K Buy
19,159
+6,072
+46% +$307K 0.01% 531
2025
Q4 		$658K Sell
13,087
-89
-0.7% -$4.48K 0.01% 617
2025
Q3 		$660K Buy
13,176
+2,704
+26% +$133K 0.01% 584
2025
Q2 		$513K Buy
10,472
+119
+1% +$5.81K 0.01% 572
2025
Q1 		$514K Sell
10,353
-9,028
-47% -$452K 0.01% 573
2024
Q4 		$972K Buy
19,381
+9,400
+94% +$475K 0.02% 403
2024
Q3 		$510K Buy
9,981
+5,837
+141% +$296K 0.01% 515
2024
Q2 		$208K Sell
4,144
-5,638
-58% -$282K 0.01% 715
2024
Q1 		$495K Buy
9,782
+4,994
+104% +$253K 0.01% 470
2023
Q4 		$244K Buy
+4,788
New +$235K 0.01% 601
2023
Q3 		– Sell
-8,115
Closed -$408K – 681
2023
Q2 		$408K Buy
+8,115
New +$408K 0.01% 402
2022
Q3 		– Sell
-11,597
Closed -$583K – 443
2022
Q2 		$583K Buy
11,597
+1,273
+12% +$63.8K 0.02% 209
2022
Q1 		$523K Sell
10,324
-4,138
-29% -$220K 0.02% 186
2021
Q4 		$788K Sell
14,462
-853
-6% -$46.7K 0.03% 145
2021
Q3 		$838K Buy
15,315
+2,467
+19% +$136K 0.04% 125
2021
Q2 		$712K Sell
12,848
-15
-0.1% -$826 0.03% 126
2021
Q1 		$704K Buy
+12,863
New +$707K 0.04% 109

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

Foundations Investment Advisors's VTEB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q2 2026, selling an estimated $120K and leaving 16,777 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #622.

Foundations Investment Advisors first reported a position in VTEB in Q1 2021 and has held it in 18 quarters since. The position peaked at $972K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Foundations Investment Advisors held 16,777 shares of Vanguard Tax-Exempt Bond Index Fund worth $849K as of Q2 2026.
  • Foundations Investment Advisors sold 2,382 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $120K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #622 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $972K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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