JWA
VTEB icon

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

JFS 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 		$41.7M Buy
823,707
+12,503
+2% +$628K 2.08% 12
2026
Q1 		$40.5M Buy
811,204
+22,041
+3% +$1.11M 2.26% 10
2025
Q4 		$39.7M Buy
789,163
+18,091
+2% +$910K 2.24% 10
2025
Q3 		$38.6M Sell
771,072
-42,955
-5% -$2.11M 2.26% 11
2025
Q2 		$39.9M Buy
814,027
+16,264
+2% +$795K 2.54% 10
2025
Q1 		$39.6M Buy
797,763
+14,280
+2% +$714K 2.68% 10
2024
Q4 		$39.3M Sell
783,483
-13,199
-2% -$667K 2.68% 10
2024
Q3 		$40.7M Buy
796,682
+157,556
+25% +$7.98M 2.73% 9
2024
Q2 		$32M Buy
639,126
+55,790
+10% +$2.79M 2.53% 10
2024
Q1 		$29.5M Buy
583,336
+55,009
+10% +$2.79M 2.34% 11
2023
Q4 		$27M Sell
528,327
-28,087
-5% -$1.38M 2.29% 12
2023
Q3 		$26.8M Buy
556,414
+15,906
+3% +$788K 2.53% 11
2023
Q2 		$27.1M Buy
540,508
+43,739
+9% +$2.2M 2.44% 11
2023
Q1 		$25.2M Buy
496,769
+13,120
+3% +$659K 2.37% 10
2022
Q4 		$23.9M Sell
483,649
-54,660
-10% -$2.67M 2.34% 10
2022
Q3 		$25.9M Buy
538,309
+73,838
+16% +$3.69M 2.84% 10
2022
Q2 		$23.2M Buy
464,471
+316,243
+213% +$15.9M 2.45% 10
2022
Q1 		$7.64M Buy
148,228
+147,291
+15,719% +$7.84M 0.72% 29
2021
Q4 		$51K Sell
937
-862
-48% -$47.2K ﹤0.01% 416
2021
Q3 		$99K Buy
1,799
+1,375
+324% +$76K 0.01% 312
2021
Q2 		$23K Buy
+424
New +$23.4K ﹤0.01% 349

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

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

JFS Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.5% in Q2 2026, buying an estimated $628K and bringing the position to 823,707 shares worth $41.7M. The position accounts for 2.08% of the portfolio, ranked #12.

JFS Wealth Advisors first reported a position in VTEB in Q2 2021 and has held it in 21 quarters since. 670 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • JFS Wealth Advisors held 823,707 shares of Vanguard Tax-Exempt Bond Index Fund worth $41.7M as of Q2 2026.
  • JFS Wealth Advisors bought 12,503 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $628K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.08% of JFS Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 21 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.