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

FSA 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	$579K	Buy	+11,473	New	+$577K	0.27%	104
2025 Q3	–	Sell	-12,576	Closed	-$617K	–	191
2025 Q2	$617K	Sell	12,576 -143	-1%	-$6.99K	0.5%	65
2025 Q1	$631K	Buy	12,719 +1,137	+10%	+$56.9K	0.5%	66
2024 Q4	$581K	Sell	11,582 -1,213	-9%	-$61.3K	0.71%	50
2024 Q3	$654K	Sell	12,795 -407	-3%	-$20.6K	0.65%	49
2024 Q2	$662K	Sell	13,202 -85	-0.6%	-$4.25K	0.69%	45
2024 Q1	$672K	Sell	13,287 -7	-0.1%	-$355	0.72%	42
2023 Q4	$679K	Buy	+13,294	New	+$652K	0.84%	33

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FSA Advisors's VTEB Position: Q2 2026 in Review

FSA Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 11,473 shares worth $579K. The stake represents 0.27% of the portfolio and ranks #104 among its holdings. This is a return to the name: FSA Advisors previously reported a position in VTEB as recently as Q2 2025.

FSA Advisors first reported a position in VTEB in Q4 2023 and has held it in 8 quarters since. The position peaked at $679K in Q4 2023. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

FSA Advisors held 11,473 shares of Vanguard Tax-Exempt Bond Index Fund worth $579K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new FSA Advisors position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.27% of FSA Advisors's portfolio in Q2 2026, its #104 holding.
FSA Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 8 quarters since.
FSA Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $679K in Q4 2023.
1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.