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

FSM 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 		$584K Sell
11,539
-3,800
-25% -$191K 0.06% 167
2026
Q1 		$765K Sell
15,339
-6,956
-31% -$351K 0.1% 119
2025
Q4 		$1.12M Buy
22,295
+844
+4% +$42.5K 0.15% 85
2025
Q3 		$1.07M Buy
21,451
+11,590
+118% +$570K 0.15% 90
2025
Q2 		$483K Sell
9,861
-31
-0.3% -$1.51K 0.08% 158
2025
Q1 		$491K Sell
9,892
-418
-4% -$20.9K 0.11% 109
2024
Q4 		$514K Buy
10,310
+26
+0.3% +$1.31K 0.13% 96
2024
Q3 		$526K Buy
10,284
+1,095
+12% +$55.5K 0.14% 91
2024
Q2 		$460K Sell
9,189
-1,300
-12% -$65K 0.15% 90
2024
Q1 		$531K Sell
10,489
-4,242
-29% -$215K 0.19% 84
2023
Q4 		$752K Buy
14,731
+740
+5% +$36.3K 0.32% 61
2023
Q3 		$673K Buy
13,991
+2,229
+19% +$110K 0.34% 61
2023
Q2 		$588K Buy
11,762
+3,190
+37% +$160K 0.3% 70
2023
Q1 		$434K Buy
8,572
+4,454
+108% +$224K 0.25% 86
2022
Q4 		$204K Buy
+4,118
New +$201K 0.14% 135

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

FSM Wealth Advisors's VTEB Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 25% in Q2 2026, selling an estimated $191K and leaving 11,539 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #167.

FSM Wealth Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • FSM Wealth Advisors held 11,539 shares of Vanguard Tax-Exempt Bond Index Fund worth $584K as of Q2 2026.
  • FSM Wealth Advisors sold 3,800 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $191K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • FSM Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.12M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.