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Moneta Group Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Moneta Group Investment 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
Q1 		$2.76M Buy
55,254
+2,376
+4% +$120K 0.02% 233
2025
Q4 		$2.66M Sell
52,878
-103
-0.2% -$5.18K 0.02% 237
2025
Q3 		$2.65M Buy
52,981
+30,468
+135% +$1.5M 0.02% 236
2025
Q2 		$1.1M Sell
22,513
-494
-2% -$24.1K 0.01% 293
2025
Q1 		$1.14M Buy
23,007
+3,963
+21% +$198K 0.02% 273
2024
Q4 		$955K Sell
19,044
-899
-5% -$45.4K 0.01% 290
2024
Q3 		$1.02M Sell
19,943
-18,867
-49% -$956K 0.01% 276
2024
Q2 		$1.94M Buy
38,810
+1,672
+5% +$83.7K 0.03% 189
2024
Q1 		$1.88M Buy
37,138
+5,955
+19% +$302K 0.03% 194
2023
Q4 		$1.59M Buy
31,183
+6,280
+25% +$308K 0.03% 192
2023
Q3 		$1.2M Sell
24,903
-22,727
-48% -$1.13M 0.03% 201
2023
Q2 		$2.39M Sell
47,630
-2,237
-4% -$112K 0.05% 152
2023
Q1 		$2.53M Buy
49,867
+11,085
+29% +$556K 0.06% 144
2022
Q4 		$1.97M Buy
38,782
+6,605
+21% +$323K 0.05% 144
2022
Q3 		$1.55M Sell
32,177
-17,242
-35% -$862K 0.06% 151
2022
Q2 		$2.47M Sell
49,419
-178,108
-78% -$8.93M 0.08% 128
2022
Q1 		$11.7M Buy
227,527
+148,580
+188% +$7.91M 0.46% 50
2021
Q4 		$4.33M Buy
78,947
+4,490
+6% +$246K 0.18% 88
2021
Q3 		$4.08M Buy
74,457
+5,216
+8% +$288K 0.19% 83
2021
Q2 		$3.83M Buy
69,241
+13,165
+23% +$725K 0.18% 95
2021
Q1 		$3.06M Buy
56,076
+25,690
+85% +$1.41M 0.16% 100
2020
Q4 		$1.68M Buy
30,386
+3,788
+14% +$207K 0.12% 109
2020
Q3 		$1.45M Buy
26,598
+9,143
+52% +$499K 0.13% 103
2020
Q2 		$945K Buy
17,455
+5,224
+43% +$278K 0.09% 116
2020
Q1 		$647K Buy
12,231
+7,188
+143% +$385K 0.07% 134
2019
Q4 		$270K Sell
5,043
-1,373
-21% -$73.5K 0.02% 214
2019
Q3 		$344K Buy
+6,416
New +$344K 0.03% 202

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's VTEB Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.5% in Q1 2026, buying an estimated $120K and bringing the position to 55,254 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #233.

Moneta Group Investment Advisors first reported a position in VTEB in Q3 2019 and has held it in 27 quarters since. The position peaked at $11.7M in Q1 2022. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Moneta Group Investment Advisors held 55,254 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.76M as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,376 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $120K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #233 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.7M in Q1 2022.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.