IAA
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Independent Advisor Alliance’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Independent Advisor Alliance’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 		$2.57M Sell
50,735
-129,798
-72% -$6.52M 0.06% 229
2026
Q1 		$9.01M Buy
180,533
+120,551
+201% +$6.09M 0.1% 190
2025
Q4 		$3.02M Buy
59,982
+16,029
+36% +$807K 0.07% 221
2025
Q3 		$2.2M Buy
43,953
+3,057
+7% +$150K 0.06% 275
2025
Q2 		$2.01M Buy
40,896
+26,228
+179% +$1.28M 0.06% 278
2025
Q1 		$728K Sell
14,668
-87,894
-86% -$4.4M 0.02% 436
2024
Q4 		$5.14M Buy
+102,562
New +$5.19M 0.07% 263
2024
Q3 		– Sell
-1,081,781
Closed -$54.2M – 764
2024
Q2 		$54.2M Buy
1,081,781
+122,321
+13% +$6.12M 1.86% 7
2024
Q1 		$48.5M Sell
959,460
-671,484
-41% -$34M 1.75% 8
2023
Q4 		$81.1M Buy
1,630,944
+913,158
+127% +$44.8M 2.92% 6
2023
Q3 		$34.5M Buy
717,786
+40,893
+6% +$2.03M 1.56% 7
2023
Q2 		$34M Sell
676,893
-19,316
-3% -$971K 1.5% 7
2023
Q1 		$35.3M Buy
696,209
+20,288
+3% +$1.02M 1.7% 6
2022
Q4 		$33.5M Buy
675,921
+58,224
+9% +$2.85M 11.49% 2
2022
Q3 		$29.7M Buy
617,697
+426,139
+222% +$21.3M 1.73% 5
2022
Q2 		$9.56M Buy
+191,558
New +$9.6M 0.53% 45
2020
Q1 		– Sell
-11,868
Closed -$635K – 862
2019
Q4 		$635K Buy
+11,868
New +$635K 0.03% 477

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

Independent Advisor Alliance's VTEB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 72% in Q2 2026, selling an estimated $6.52M and leaving 50,735 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #229.

Independent Advisor Alliance first reported a position in VTEB in Q4 2019 and has held it in 17 quarters since. The position peaked at $81.1M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Independent Advisor Alliance held 50,735 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.57M as of Q2 2026.
  • Independent Advisor Alliance sold 129,798 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.52M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #229 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Vanguard Tax-Exempt Bond Index Fund position peaked at $81.1M in Q4 2023.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.