MWA
VTEB icon

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

Motive 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 		$3.35M Sell
66,228
-612
-0.9% -$30.8K 1.38% 19
2026
Q1 		$3.33M Buy
66,840
+1,286
+2% +$64.9K 1.57% 19
2025
Q4 		$3.3M Buy
65,554
+318
+0.5% +$16K 1.4% 20
2025
Q3 		$3.27M Sell
65,236
-19,810
-23% -$974K 1.41% 20
2025
Q2 		$4.17M Sell
85,046
-9,173
-10% -$448K 1.9% 16
2025
Q1 		$4.68M Buy
94,219
+35,685
+61% +$1.79M 2.5% 15
2024
Q4 		$2.93M Sell
58,534
-1,135
-2% -$57.4K 1.58% 19
2024
Q3 		$2.99M Hold
59,669
– – 1.8% 15
2024
Q2 		$2.99M Buy
59,669
+18,132
+44% +$907K 1.8% 15
2024
Q1 		$2.1M Buy
41,537
+33,387
+410% +$1.69M 1.27% 19
2023
Q4 		$416K Sell
8,150
-14,020
-63% -$687K 0.48% 27
2023
Q3 		$1.07M Buy
22,170
+3,833
+21% +$190K 1.17% 19
2023
Q2 		$921K Sell
18,337
-18,951
-51% -$952K 0.95% 20
2023
Q1 		$1.89M Sell
37,288
-31,795
-46% -$1.6M 2.07% 17
2022
Q4 		$3.42M Sell
69,083
-24,956
-27% -$1.22M 2.61% 14
2022
Q3 		$4.53M Buy
94,039
+44,697
+91% +$2.23M 3.67% 13
2022
Q2 		$2.46M Sell
49,342
-9,929
-17% -$498K 1.94% 16
2022
Q1 		$3.06M Sell
59,271
-103,776
-64% -$5.52M 2.09% 14
2021
Q4 		$8.95M Buy
+163,047
New +$8.93M 5.39% 5

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
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
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.92% in Q2 2026, selling an estimated $30.8K and leaving 66,228 shares worth $3.35M. The position accounts for 1.38% of the portfolio, ranked #19.

Motive Wealth Advisors first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.95M in Q4 2021. 368 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Motive Wealth Advisors held 66,228 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.35M as of Q2 2026.
  • Motive Wealth Advisors sold 612 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $30.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.38% of Motive Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Motive Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Motive Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.95M in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.