JBA
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Johnson Bixby & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Johnson Bixby & Associates’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 		$653K Buy
12,919
+749
+6% +$37.6K 0.07% 66
2026
Q1 		$607K Sell
12,170
-9,678
-44% -$489K 0.08% 65
2025
Q4 		$1.1M Sell
21,848
-5,202
-19% -$262K 0.14% 50
2025
Q3 		$1.35M Buy
27,050
+3,411
+14% +$168K 0.17% 41
2025
Q2 		$1.16M Sell
23,639
-3,158
-12% -$154K 0.16% 44
2025
Q1 		$1.33M Sell
26,797
-3,186
-11% -$159K 0.2% 42
2024
Q4 		$1.5M Buy
29,983
+323
+1% +$16.3K 0.23% 38
2024
Q3 		$1.52M Buy
29,660
+37
+0.1% +$1.88K 0.23% 37
2024
Q2 		$1.48M Buy
29,623
+161
+0.5% +$8.06K 0.25% 36
2024
Q1 		$1.49M Buy
29,462
+5,262
+22% +$267K 0.26% 36
2023
Q4 		$1.24M Sell
24,200
-3,946
-14% -$193K 0.23% 38
2023
Q3 		$1.35M Buy
28,146
+1,590
+6% +$78.8K 0.28% 37
2023
Q2 		$1.33M Buy
26,556
+5,099
+24% +$256K 0.28% 39
2023
Q1 		$1.09M Buy
21,457
+905
+4% +$45.4K 0.24% 42
2022
Q4 		$1.02M Buy
20,552
+2,540
+14% +$124K 0.24% 43
2022
Q3 		$867K Buy
18,012
+9,894
+122% +$495K 0.22% 44
2022
Q2 		$405K Buy
8,118
+2,820
+53% +$141K 0.1% 63
2022
Q1 		$273K Buy
+5,298
New +$282K 0.07% 75

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

Johnson Bixby & Associates's VTEB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.2% in Q2 2026, buying an estimated $37.6K and bringing the position to 12,919 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #66.

Johnson Bixby & Associates first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.52M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Johnson Bixby & Associates held 12,919 shares of Vanguard Tax-Exempt Bond Index Fund worth $653K as of Q2 2026.
  • Johnson Bixby & Associates bought 749 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $37.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Johnson Bixby & Associates's portfolio in Q2 2026, its #66 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • Johnson Bixby & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.52M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.