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

Integrated Advisors Network’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 Q1	$7.06M	Sell	141,522 -17,507	-11%	-$884K	0.37%	64
2025 Q4	$8M	Sell	159,029 -22,448	-12%	-$1.13M	0.35%	62
2025 Q3	$9.09M	Buy	181,477 +67,223	+59%	+$3.3M	0.38%	57
2025 Q2	$5.6M	Buy	114,254 +49,185	+76%	+$2.4M	0.25%	102
2025 Q1	$3.23M	Sell	65,069 -70,467	-52%	-$3.53M	0.16%	142
2024 Q4	$6.79M	Sell	135,536 -4,659	-3%	-$236K	0.32%	72
2024 Q3	$7.17M	Sell	140,195 -7,204	-5%	-$365K	0.34%	74
2024 Q2	$7.39M	Buy	147,399 +23,864	+19%	+$1.19M	0.38%	62
2024 Q1	$6.25M	Buy	123,535 +20,481	+20%	+$1.04M	0.32%	78
2023 Q4	$5.26M	Buy	103,054 +49,633	+93%	+$2.43M	0.3%	88
2023 Q3	$2.57M	Sell	53,421 -5,907	-10%	-$293K	0.16%	166
2023 Q2	$2.98M	Sell	59,328 -39,035	-40%	-$1.96M	0.17%	155
2023 Q1	$4.98M	Sell	98,363 -314,556	-76%	-$15.8M	0.3%	89
2022 Q4	$20.4M	Buy	+412,919	New	+$20.2M	1.32%	8
2020 Q1	–	Sell	-13,904	Closed	-$744K	–	450
2019 Q4	$744K	Buy	+13,904	New	+$744K	0.1%	200

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Advisors Network's VTEB Position: Q1 2026 in Review

Integrated Advisors Network reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q1 2026, selling an estimated $884K and leaving 141,522 shares worth $7.06M. The position accounts for 0.37% of the portfolio, ranked #64.

Integrated Advisors Network first reported a position in VTEB in Q4 2019 and has held it in 15 quarters since. The position peaked at $20.4M in Q4 2022. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Integrated Advisors Network held 141,522 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.06M as of Q1 2026.
Integrated Advisors Network sold 17,507 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $884K.
Vanguard Tax-Exempt Bond Index Fund made up 0.37% of Integrated Advisors Network's portfolio in Q1 2026, its #64 holding.
Integrated Advisors Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 15 quarters since.
Integrated Advisors Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $20.4M in Q4 2022.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.