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JNBA Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

JNBA Financial 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 		$4.67M Buy
92,273
+1,279
+1% +$64.3K 0.35% 40
2026
Q1 		$4.54M Sell
90,994
-6,575
-7% -$332K 0.38% 40
2025
Q4 		$4.91M Sell
97,569
-19,926
-17% -$1M 0.43% 37
2025
Q3 		$5.88M Buy
117,495
+13,256
+13% +$652K 0.53% 34
2025
Q2 		$5.11M Sell
104,239
-15,183
-13% -$742K 0.49% 36
2025
Q1 		$5.93M Sell
119,422
-3,774
-3% -$189K 0.61% 31
2024
Q4 		$6.18M Sell
123,196
-11,586
-9% -$586K 0.63% 30
2024
Q3 		$6.89M Sell
134,782
-15,945
-11% -$808K 0.69% 30
2024
Q2 		$7.55M Sell
150,727
-27,759
-16% -$1.39M 0.8% 29
2024
Q1 		$9.03M Sell
178,486
-12,776
-7% -$648K 0.95% 27
2023
Q4 		$9.76M Sell
191,262
-7,613
-4% -$373K 1.11% 28
2023
Q3 		$9.57M Buy
198,875
+10,540
+6% +$522K 1.19% 27
2023
Q2 		$9.46M Sell
188,335
-7,384
-4% -$371K 1.13% 26
2023
Q1 		$9.92M Buy
195,719
+1,092
+0.6% +$54.8K 1.29% 24
2022
Q4 		$9.63M Buy
194,627
+15,131
+8% +$740K 1.34% 24
2022
Q3 		$8.64M Buy
179,496
+61,712
+52% +$3.08M 1.33% 24
2022
Q2 		$5.88M Buy
117,784
+106,662
+959% +$5.35M 0.89% 32
2022
Q1 		$573K Buy
11,122
+11,008
+9,656% +$586K 0.08% 122
2021
Q4 		$6K Hold
114
– – ﹤0.01% 596
2021
Q3 		$6K Hold
114
– – ﹤0.01% 578
2021
Q2 		$6K Hold
114
– – ﹤0.01% 536
2021
Q1 		$6K Buy
+114
New +$6.26K ﹤0.01% 519

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

JNBA Financial Advisors's VTEB Position: Q2 2026 in Review

JNBA Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2026, buying an estimated $64.3K and bringing the position to 92,273 shares worth $4.67M. The position accounts for 0.35% of the portfolio, ranked #40.

JNBA Financial Advisors first reported a position in VTEB in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.92M in Q1 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • JNBA Financial Advisors held 92,273 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.67M as of Q2 2026.
  • JNBA Financial Advisors bought 1,279 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $64.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.35% of JNBA Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • JNBA Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 22 quarters since.
  • JNBA Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.92M in Q1 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.