IMA Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IMA Advisory Services’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	$286K	Buy	5,651 +1,762	+45%	+$88.5K	0.02%	289
2026 Q1	$194K	Hold	3,889	–	–	0.02%	177
2025 Q4	$196K	Buy	3,889 +897	+30%	+$45.1K	0.02%	180
2025 Q3	$150K	Hold	2,992	–	–	0.02%	177
2025 Q2	$147K	Hold	2,992	–	–	0.02%	179
2025 Q1	$148K	Buy	+2,992	New	+$150K	0.02%	179
2024 Q4	–	Sell	-2,600	Closed	-$133K	–	281
2024 Q3	$133K	Buy	+2,600	New	+$132K	0.03%	146
2023 Q4	–	Sell	-2,600	Closed	-$125K	–	260
2023 Q3	$125K	Hold	2,600	–	–	0.03%	151
2023 Q2	$131K	Hold	2,600	–	–	0.03%	147
2023 Q1	$132K	Buy	+2,600	New	+$131K	0.03%	143

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

IMA Advisory Services's VTEB Position: Q2 2026 in Review

IMA Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 45% in Q2 2026, buying an estimated $88.5K and bringing the position to 5,651 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #289.

IMA Advisory Services first reported a position in VTEB in Q1 2023 and has held it in 10 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

IMA Advisory Services held 5,651 shares of Vanguard Tax-Exempt Bond Index Fund worth $286K as of Q2 2026.
IMA Advisory Services bought 1,762 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $88.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #289 holding.
IMA Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 10 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.